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Johnson Investment Counsel’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Johnson Investment Counsel’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
Q1 		– Sell
-6,227
Closed -$488K – 619
2017
Q4 		$488K Buy
+6,227
New +$511K 0.01% 426

Other funds holding HDGE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Johnson Investment Counsel's HDGE Position: Q1 2018 in Review

Johnson Investment Counsel sold out of AdvisorShares Active Bear ETF (HDGE) in Q1 2018, closing a stake of 6,227 shares — an estimated $488K sold.

Johnson Investment Counsel first reported a position in HDGE in Q4 2017 and held it in 1 quarter. The position peaked at $488K in Q4 2017. 41 funds tracked by Wall St. Rank hold HDGE as of Q1 2018.

  • Johnson Investment Counsel reported no remaining AdvisorShares Active Bear ETF position as of Q1 2018 after selling out during the quarter.
  • Johnson Investment Counsel sold 6,227 AdvisorShares Active Bear ETF shares in Q1 2018, an estimated $488K.
  • Johnson Investment Counsel first reported a position in AdvisorShares Active Bear ETF in Q4 2017 and held it in 1 quarter.
  • Johnson Investment Counsel's AdvisorShares Active Bear ETF position peaked at $488K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q1 2018.

Based on Johnson Investment Counsel's 13F filing for Q1 2018, filed 15 May 2018.