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Next Financial Group’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-175
Closed -$11K – 2253
2016
Q4 		$11K Hold
175
– – ﹤0.01% 1618
2016
Q3 		$10K Buy
+175
New +$10.1K ﹤0.01% 1658
2014
Q4 		– Sell
-850
Closed -$44K – 2327
2014
Q3 		$44K Hold
850
– – 0.01% 1011
2014
Q2 		$43K Buy
+850
New +$42.7K 0.02% 388

Other funds holding SURE

MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Next Financial Group's SURE Position: Q1 2017 in Review

Next Financial Group sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2017, closing a stake of 175 shares — an estimated $11K sold.

Next Financial Group first reported a position in SURE in Q2 2014 and held it in 4 quarters. The position peaked at $44K in Q3 2014. 33 funds tracked by Wall St. Rank hold SURE as of Q1 2017.

  • Next Financial Group reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 175 AdvisorShares Insider Advantage ETF shares in Q1 2017, an estimated $11K.
  • Next Financial Group first reported a position in AdvisorShares Insider Advantage ETF in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's AdvisorShares Insider Advantage ETF position peaked at $44K in Q3 2014.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.