Lucia Wealth Services’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Lucia Wealth Services’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
2019 Q4	–	Sell	-1,223	Closed	-$80K	–	188
2019 Q3	$80K	Buy	+1,223	New	+$81.7K	0.03%	124
2019 Q2	–	Sell	-1,034	Closed	-$71K	–	181
2019 Q1	$71K	Buy	+1,034	New	+$75.6K	0.02%	150

Other funds holding HDGE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lucia Wealth Services's HDGE Position: Q4 2019 in Review

Lucia Wealth Services sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q4 2019, closing a stake of 1,223 shares — an estimated $80K sold.

Lucia Wealth Services first reported a position in HDGE in Q1 2019 and held it in 2 quarters. The position peaked at $80K in Q3 2019. 43 funds tracked by Wall St. Rank hold HDGE as of Q4 2019.

Lucia Wealth Services reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q4 2019 after selling out during the quarter.
Lucia Wealth Services sold 1,223 AdvisorShares Ranger Equity Bear ETF shares in Q4 2019, an estimated $80K.
Lucia Wealth Services first reported a position in AdvisorShares Ranger Equity Bear ETF in Q1 2019 and held it in 2 quarters.
Lucia Wealth Services's AdvisorShares Ranger Equity Bear ETF position peaked at $80K in Q3 2019.
43 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q4 2019.

Based on Lucia Wealth Services's 13F filing for Q4 2019, filed 22 Jan 2020.