MFS
SURE icon

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

Madrona 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
2017
Q2 		– Sell
-66,810
Closed -$4.37M – 37
2017
Q1 		$4.37M Buy
+66,810
New +$4.36M 4.67% 6

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Madrona Financial Services's SURE Position: Q2 2017 in Review

Madrona Financial Services sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2017, closing a stake of 66,810 shares — an estimated $4.37M sold.

Madrona Financial Services first reported a position in SURE in Q1 2017 and held it in 1 quarter. The position peaked at $4.37M in Q1 2017. 36 funds tracked by Wall St. Rank hold SURE as of Q2 2017.

  • Madrona Financial Services reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2017 after selling out during the quarter.
  • Madrona Financial Services sold 66,810 AdvisorShares Insider Advantage ETF shares in Q2 2017, an estimated $4.37M.
  • Madrona Financial Services first reported a position in AdvisorShares Insider Advantage ETF in Q1 2017 and held it in 1 quarter.
  • Madrona Financial Services's AdvisorShares Insider Advantage ETF position peaked at $4.37M in Q1 2017.
  • 36 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2017.

Based on Madrona Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.