New England Securities’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

New England Securities’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
2014 Q4	$69K	Sell	1,250 -150	-11%	-$8.02K	0.02%	508
2014 Q3	$72K	Buy	1,400 +70	+5%	+$3.63K	0.03%	507
2014 Q2	$68K	Buy	1,330 +180	+16%	+$9.04K	0.02%	531
2014 Q1	$57K	Buy	1,150 +350	+44%	+$17K	0.02%	523
2013 Q4	$39K	Buy	800 +150	+23%	+$6.9K	0.02%	610
2013 Q3	$29K	Buy	650 +200	+44%	+$8.7K	0.01%	653
2013 Q2	$19K	Buy	+450	New	+$18.1K	0.01%	702

Other funds holding SURE

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

MFS

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

New England Securities's SURE Position: Q4 2014 in Review

New England Securities reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 11% in Q4 2014, selling an estimated $8.02K and leaving 1,250 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #508.

New England Securities first reported a position in SURE in Q2 2013 and has held it in 7 quarters since. The position peaked at $72K in Q3 2014. 34 funds tracked by Wall St. Rank hold SURE as of Q4 2014.

New England Securities held 1,250 shares of AdvisorShares Insider Advantage ETF worth $69K as of Q4 2014.
New England Securities sold 150 AdvisorShares Insider Advantage ETF shares in Q4 2014, an estimated $8.02K.
AdvisorShares Insider Advantage ETF made up 0.02% of New England Securities's portfolio in Q4 2014, its #508 holding.
New England Securities first reported a position in AdvisorShares Insider Advantage ETF in Q2 2013 and has held it in 7 quarters since.
New England Securities's AdvisorShares Insider Advantage ETF position peaked at $72K in Q3 2014.
34 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.