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Next Financial Group’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Next Financial Group’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-641
Closed -$26K – 1615
2018
Q4 		$26K Buy
+641
New +$29.2K 0.01% 1001

Other funds holding AADR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's AADR Position: Q1 2019 in Review

Next Financial Group sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q1 2019, closing a stake of 641 shares — an estimated $26K sold.

Next Financial Group first reported a position in AADR in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 33 funds tracked by Wall St. Rank hold AADR as of Q1 2019.

  • Next Financial Group reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 641 AdvisorShares Dorsey Wright ADR ETF shares in Q1 2019, an estimated $26K.
  • Next Financial Group first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2018 and held it in 1 quarter.
  • Next Financial Group's AdvisorShares Dorsey Wright ADR ETF position peaked at $26K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.