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KMS Financial Services’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

KMS Financial 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
2014
Q3 		$212K Buy
+4,100
New +$212K 0.03% 472
2014
Q2 		– Sell
-5,234
Closed -$260K – 575
2014
Q1 		$260K Buy
+5,234
New +$254K 0.04% 412

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

KMS Financial Services's SURE Position: Q3 2014 in Review

KMS Financial Services opened a new position in AdvisorShares Insider Advantage ETF (SURE) in Q3 2014: 4,100 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #472 among its holdings. This is a return to the name: KMS Financial Services previously reported a position in SURE as recently as Q1 2014.

KMS Financial Services first reported a position in SURE in Q1 2014 and has held it in 2 quarters since. The position peaked at $260K in Q1 2014. 31 funds tracked by Wall St. Rank hold SURE as of Q3 2014.

  • KMS Financial Services held 4,100 shares of AdvisorShares Insider Advantage ETF worth $212K as of Q3 2014.
  • AdvisorShares Insider Advantage ETF was a new KMS Financial Services position in Q3 2014.
  • AdvisorShares Insider Advantage ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #472 holding.
  • KMS Financial Services first reported a position in AdvisorShares Insider Advantage ETF in Q1 2014 and has held it in 2 quarters since.
  • KMS Financial Services's AdvisorShares Insider Advantage ETF position peaked at $260K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.