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

Ladenburg Thalmann 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
2019
Q4 		$1.57M Sell
21,025
-341
-2% -$24.5K 0.01% 1004
2019
Q3 		$1.48M Sell
21,366
-864
-4% -$59.8K 0.01% 978
2019
Q2 		$1.51M Sell
22,230
-3,225
-13% -$215K 0.01% 947
2019
Q1 		$1.67M Buy
25,455
+1,264
+5% +$80.6K 0.01% 868
2018
Q4 		$1.42M Sell
24,191
-862
-3% -$55.6K 0.01% 849
2018
Q3 		$1.76M Buy
25,053
+2,654
+12% +$185K 0.01% 789
2018
Q2 		$1.53M Hold
22,399
– – 0.01% 825
2018
Q1 		$1.53M Buy
22,399
+3,469
+18% +$248K 0.01% 825
2017
Q4 		$1.35M Buy
18,930
+1,552
+9% +$107K 0.01% 891
2017
Q3 		$1.18M Sell
17,378
-1,282
-7% -$84.9K 0.01% 890
2017
Q2 		$1.24M Sell
18,660
-2,928
-14% -$190K 0.01% 827
2017
Q1 		$1.41M Buy
21,588
+3,550
+20% +$232K 0.02% 721
2016
Q4 		$1.15M Sell
18,038
-1,283
-7% -$79K 0.02% 777
2016
Q3 		$1.13M Sell
19,321
-1,223
-6% -$70.6K 0.02% 731
2016
Q2 		$1.14M Buy
20,544
+87
+0.4% +$4.83K 0.02% 701
2016
Q1 		$1.15M Sell
20,457
-4,855
-19% -$255K 0.02% 635
2015
Q4 		$1.37M Buy
25,312
+1,611
+7% +$89.6K 0.03% 541
2015
Q3 		$1.25M Buy
23,701
+1,577
+7% +$88.2K 0.03% 544
2015
Q2 		$1.26M Buy
22,124
+2,572
+13% +$149K 0.02% 590
2015
Q1 		$1.12M Buy
19,552
+8,598
+78% +$484K 0.02% 634
2014
Q4 		$607K Buy
10,954
+8,247
+305% +$441K 0.01% 823
2014
Q3 		$140K Buy
+2,707
New +$140K ﹤0.01% 1408

Other funds holding SURE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SURE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 1.6% in Q4 2019, selling an estimated $24.5K and leaving 21,025 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1004.

Ladenburg Thalmann Financial Services first reported a position in SURE in Q3 2014 and has held it in 22 quarters since. The position peaked at $1.76M in Q3 2018. 29 funds tracked by Wall St. Rank hold SURE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 21,025 shares of AdvisorShares Insider Advantage ETF worth $1.57M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 341 AdvisorShares Insider Advantage ETF shares in Q4 2019, an estimated $24.5K.
  • AdvisorShares Insider Advantage ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1004 holding.
  • Ladenburg Thalmann Financial Services first reported a position in AdvisorShares Insider Advantage ETF in Q3 2014 and has held it in 22 quarters since.
  • Ladenburg Thalmann Financial Services's AdvisorShares Insider Advantage ETF position peaked at $1.76M in Q3 2018.
  • 29 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.