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

MSI 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
2016
Q4 		$1.48M Sell
23,272
-5,423
-19% -$334K 0.05% 326
2016
Q3 		$1.67M Sell
28,695
-12,137
-30% -$701K 0.06% 296
2016
Q2 		$2.27M Sell
40,832
-6,849
-14% -$380K 0.08% 230
2016
Q1 		$2.68M Sell
47,681
-6,418
-12% -$337K 0.11% 191
2015
Q4 		$2.93M Buy
54,099
+4,644
+9% +$258K 0.13% 167
2015
Q3 		$2.6M Sell
49,455
-6,315
-11% -$353K 0.2% 107
2015
Q2 		$3.19M Sell
55,770
-1,073
-2% -$62.2K 0.23% 99
2015
Q1 		$3.26M Buy
56,843
+24,353
+75% +$1.37M 0.23% 101
2014
Q4 		$1.8M Sell
32,490
-483
-1% -$25.8K 0.2% 137
2014
Q3 		$1.71M Buy
32,973
+1,225
+4% +$63.5K 0.21% 126
2014
Q2 		$1.63M Buy
31,748
+3,646
+13% +$183K 0.22% 126
2014
Q1 		$1.4M Buy
28,102
+12,806
+84% +$620K 0.2% 132
2013
Q4 		$742K Buy
+15,296
New +$704K 0.11% 219

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

MSI Financial Services's SURE Position: Q4 2016 in Review

MSI Financial Services reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 19% in Q4 2016, selling an estimated $334K and leaving 23,272 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #326.

MSI Financial Services first reported a position in SURE in Q4 2013 and has held it in 13 quarters since. The position peaked at $3.26M in Q1 2015. 27 funds tracked by Wall St. Rank hold SURE as of Q4 2016.

  • MSI Financial Services held 23,272 shares of AdvisorShares Insider Advantage ETF worth $1.48M as of Q4 2016.
  • MSI Financial Services sold 5,423 AdvisorShares Insider Advantage ETF shares in Q4 2016, an estimated $334K.
  • AdvisorShares Insider Advantage ETF made up 0.05% of MSI Financial Services's portfolio in Q4 2016, its #326 holding.
  • MSI Financial Services first reported a position in AdvisorShares Insider Advantage ETF in Q4 2013 and has held it in 13 quarters since.
  • MSI Financial Services's AdvisorShares Insider Advantage ETF position peaked at $3.26M in Q1 2015.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.