NIMC
SURE icon

NWQ Investment Management Company’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

NWQ Investment Management Company’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
Q3 		– Sell
-83,575
Closed -$4.28M – 185
2014
Q2 		$4.28M Buy
+83,575
New +$4.2M 0.04% 136

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

NWQ Investment Management Company's SURE Position: Q3 2014 in Review

NWQ Investment Management Company sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2014, closing a stake of 83,575 shares — an estimated $4.28M sold.

NWQ Investment Management Company first reported a position in SURE in Q2 2014 and held it in 1 quarter. The position peaked at $4.28M in Q2 2014. 31 funds tracked by Wall St. Rank hold SURE as of Q3 2014.

  • NWQ Investment Management Company reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2014 after selling out during the quarter.
  • NWQ Investment Management Company sold 83,575 AdvisorShares Insider Advantage ETF shares in Q3 2014, an estimated $4.28M.
  • NWQ Investment Management Company first reported a position in AdvisorShares Insider Advantage ETF in Q2 2014 and held it in 1 quarter.
  • NWQ Investment Management Company's AdvisorShares Insider Advantage ETF position peaked at $4.28M in Q2 2014.
  • 31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2014.

Based on NWQ Investment Management Company's 13F filing for Q3 2014, filed 14 Nov 2014.