Merriman Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Merriman Wealth Management’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
2016 Q3	–	Sell	-14,000	Closed	-$776K	–	145
2016 Q2	$776K	Sell	14,000 -26,000	-65%	-$1.44M	0.22%	77
2016 Q1	$2.25M	Buy	+40,000	New	+$2.1M	2.09%	15
2015 Q4	–	Sell	-45,600	Closed	-$2.4M	–	53
2015 Q3	$2.4M	Buy	+45,600	New	+$2.55M	1.35%	9
2014 Q1	–	Sell	-28,400	Closed	-$1.38M	–	90
2013 Q4	$1.38M	Hold	28,400	–	–	0.58%	39
2013 Q3	$1.25M	Buy	28,400 +7,300	+35%	+$317K	0.65%	35
2013 Q2	$869K	Buy	+21,100	New	+$850K	1.13%	21

Other funds holding SURE

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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

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

Merriman Wealth Management's SURE Position: Q3 2016 in Review

Merriman Wealth Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2016, closing a stake of 14,000 shares — an estimated $776K sold.

Merriman Wealth Management first reported a position in SURE in Q2 2013 and held it in 6 quarters. The position peaked at $2.4M in Q3 2015. 28 funds tracked by Wall St. Rank hold SURE as of Q3 2016.

Merriman Wealth Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2016 after selling out during the quarter.
Merriman Wealth Management sold 14,000 AdvisorShares Insider Advantage ETF shares in Q3 2016, an estimated $776K.
Merriman Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q2 2013 and held it in 6 quarters.
Merriman Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $2.4M in Q3 2015.
28 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2016.

Based on Merriman Wealth Management's 13F filing for Q3 2016, filed 20 Oct 2016.