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JNBA Financial Advisors’s AdvisorShares Active Bear ETF HDGE Stock Holding History

JNBA Financial Advisors’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$11K – 611
2018
Q3 		$11K Buy
+150
New +$11.2K ﹤0.01% 368

Other funds holding HDGE

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JNBA Financial Advisors's HDGE Position: Q4 2018 in Review

JNBA Financial Advisors sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2018, closing a stake of 150 shares — an estimated $11K sold.

JNBA Financial Advisors first reported a position in HDGE in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 43 funds tracked by Wall St. Rank hold HDGE as of Q4 2018.

  • JNBA Financial Advisors reported no remaining AdvisorShares Active Bear ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 150 AdvisorShares Active Bear ETF shares in Q4 2018, an estimated $11K.
  • JNBA Financial Advisors first reported a position in AdvisorShares Active Bear ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's AdvisorShares Active Bear ETF position peaked at $11K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.