Mid Atlantic Financial Management’s AdvisorShares North Square McKee Core Reserves ETF HOLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-11,865
Closed -$1.18M 777
2019
Q1
$1.18M Sell
11,865
-2,442
-17% -$243K 0.13% 152
2018
Q4
$1.42M Buy
+14,307
New +$1.42M 0.18% 122

Other funds holding HOLD

Mid Atlantic Financial Management's HOLD Position: Q2 2019 in Review

Mid Atlantic Financial Management sold out of AdvisorShares North Square McKee Core Reserves ETF (HOLD) in Q2 2019, closing a stake of 11,865 shares — an estimated $1.18M sold.

Mid Atlantic Financial Management first reported a position in HOLD in Q4 2018 and held it in 2 quarters. The position peaked at $1.42M in Q4 2018. 5 funds tracked by Wall St. Rank hold HOLD as of Q2 2019.

  • Mid Atlantic Financial Management reported no remaining AdvisorShares North Square McKee Core Reserves ETF position as of Q2 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 11,865 AdvisorShares North Square McKee Core Reserves ETF shares in Q2 2019, an estimated $1.18M.
  • Mid Atlantic Financial Management first reported a position in AdvisorShares North Square McKee Core Reserves ETF in Q4 2018 and held it in 2 quarters.
  • Mid Atlantic Financial Management's AdvisorShares North Square McKee Core Reserves ETF position peaked at $1.42M in Q4 2018.
  • 5 funds tracked by Wall St. Rank held AdvisorShares North Square McKee Core Reserves ETF as of Q2 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2019, filed 6 Aug 2019.