HighTower Advisors
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HighTower Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

HighTower Advisors’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-20,228
Closed -$1.51M – 2484
2019
Q4 		$1.51M Sell
20,228
-855
-4% -$61.5K 0.01% 955
2019
Q3 		$1.47M Hold
21,083
– – 0.01% 1004
2019
Q2 		$1.44M Hold
21,083
– – 0.01% 1039
2019
Q1 		$1.38M Sell
21,083
-5,572
-21% -$355K 0.01% 1002
2018
Q4 		$1.56M Sell
26,655
-336
-1% -$21.7K 0.01% 864
2018
Q3 		$1.9M Sell
26,991
-650
-2% -$45.4K 0.01% 859
2018
Q2 		$1.89M Sell
27,641
-150
-0.5% -$10.3K 0.01% 861
2018
Q1 		$1.9M Sell
27,791
-68
-0.2% -$4.86K 0.02% 825
2017
Q4 		$1.99M Sell
27,859
-703
-2% -$48.6K 0.02% 828
2017
Q3 		$1.94M Buy
28,562
+1,073
+4% +$71.1K 0.02% 837
2017
Q2 		$1.82M Buy
27,489
+2,928
+12% +$190K 0.02% 835
2017
Q1 		$1.6M Buy
24,561
+2,370
+11% +$155K 0.02% 842
2016
Q4 		$1.41M Buy
22,191
+1,241
+6% +$76.4K 0.02% 839
2016
Q3 		$1.23M Buy
20,950
+3,976
+23% +$230K 0.01% 841
2016
Q2 		$939K Buy
16,974
+10,085
+146% +$560K 0.01% 908
2016
Q1 		$387K Buy
6,889
+1,519
+28% +$79.7K ﹤0.01% 1489
2015
Q4 		$290K Hold
5,370
– – ﹤0.01% 1589
2015
Q3 		$283K Buy
+5,370
New +$300K ﹤0.01% 1478
2015
Q2 		– Sell
-5,300
Closed -$304K – 1717
2015
Q1 		$304K Buy
5,300
+300
+6% +$16.9K ﹤0.01% 1242
2014
Q4 		$277K Hold
5,000
– – ﹤0.01% 1262
2014
Q3 		$259K Hold
5,000
– – ﹤0.01% 1268
2014
Q2 		$256K Buy
+5,000
New +$251K ﹤0.01% 1310

Other funds holding SURE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

HighTower Advisors's SURE Position: Q1 2020 in Review

HighTower Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2020, closing a stake of 20,228 shares — an estimated $1.51M sold.

HighTower Advisors first reported a position in SURE in Q2 2014 and held it in 22 quarters. The position peaked at $1.99M in Q4 2017. 26 funds tracked by Wall St. Rank hold SURE as of Q1 2020.

  • HighTower Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2020 after selling out during the quarter.
  • HighTower Advisors sold 20,228 AdvisorShares Insider Advantage ETF shares in Q1 2020, an estimated $1.51M.
  • HighTower Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q2 2014 and held it in 22 quarters.
  • HighTower Advisors's AdvisorShares Insider Advantage ETF position peaked at $1.99M in Q4 2017.
  • 26 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2020.

Based on HighTower Advisors's 13F filing for Q1 2020, filed 21 May 2020.