Investors Capital Advisory Services’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	–	Sell	-5,500	Closed	-$309K	–	734
2016 Q1	$309K	Hold	5,500	–	–	0.06%	406
2015 Q4	$297K	Hold	5,500	–	–	0.06%	439
2015 Q3	$289K	Hold	5,500	–	–	0.06%	449
2015 Q2	$314K	Hold	5,500	–	–	0.06%	456
2015 Q1	$315K	Sell	5,500 -1,500	-21%	-$84.5K	0.06%	446
2014 Q4	$387K	Sell	7,000 -500	-7%	-$26.7K	0.07%	365
2014 Q3	$388K	Sell	7,500 -300	-4%	-$15.5K	0.08%	364
2014 Q2	$399K	Buy	7,800 +1,500	+24%	+$75.3K	0.06%	407
2014 Q1	$312K	Buy	6,300 +800	+15%	+$38.8K	0.07%	387
2013 Q4	$266K	Buy	+5,500	New	+$253K	0.06%	409

Other funds holding SURE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Investors Capital Advisory Services's SURE Position: Q2 2016 in Review

Investors Capital Advisory Services sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2016, closing a stake of 5,500 shares — an estimated $309K sold.

Investors Capital Advisory Services first reported a position in SURE in Q4 2013 and held it in 10 quarters. The position peaked at $399K in Q2 2014. 31 funds tracked by Wall St. Rank hold SURE as of Q2 2016.

Investors Capital Advisory Services reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 5,500 AdvisorShares Insider Advantage ETF shares in Q2 2016, an estimated $309K.
Investors Capital Advisory Services first reported a position in AdvisorShares Insider Advantage ETF in Q4 2013 and held it in 10 quarters.
Investors Capital Advisory Services's AdvisorShares Insider Advantage ETF position peaked at $399K in Q2 2014.
31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.