Laurel Wealth Advisors (California)’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio AADR Stock Details AADR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,619	Closed	-$248K	–	356
2018 Q3	$248K	Sell	4,619 -775	-14%	-$40.7K	0.06%	330
2018 Q2	$287K	Sell	5,394 -42	-0.8%	-$2.44K	0.08%	266
2018 Q1	$319K	Buy	5,436 +709	+15%	+$43.1K	0.1%	229
2017 Q4	$278K	Buy	+4,727	New	+$270K	0.08%	270

Other funds holding AADR

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

SWM

Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AADR Position: Q4 2018 in Review

Laurel Wealth Advisors (California) sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q4 2018, closing a stake of 4,619 shares — an estimated $248K sold.

Laurel Wealth Advisors (California) first reported a position in AADR in Q4 2017 and held it in 4 quarters. The position peaked at $319K in Q1 2018. 36 funds tracked by Wall St. Rank hold AADR as of Q4 2018.

Laurel Wealth Advisors (California) reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q4 2018 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 4,619 AdvisorShares Dorsey Wright ADR ETF shares in Q4 2018, an estimated $248K.
Laurel Wealth Advisors (California) first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2017 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s AdvisorShares Dorsey Wright ADR ETF position peaked at $319K in Q1 2018.
36 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q4 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2018, filed 13 Feb 2019.