OC
SURE icon

Oppenheimer & Co’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Oppenheimer & Co’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
Q3 		– Sell
-8,042
Closed -$533K – 1355
2017
Q2 		$533K Buy
8,042
+510
+7% +$33.2K 0.01% 810
2017
Q1 		$492K Buy
7,532
+3,293
+78% +$215K 0.01% 804
2016
Q4 		$269K Buy
+4,239
New +$261K 0.01% 1042
2016
Q2 		– Sell
-5,626
Closed -$316K – 1298
2016
Q1 		$316K Buy
5,626
+1,757
+45% +$92.2K 0.01% 914
2015
Q4 		$209K Sell
3,869
-1,175
-23% -$65.3K 0.01% 1112
2015
Q3 		$266K Sell
5,044
-13,933
-73% -$779K 0.01% 1041
2015
Q2 		$1.08M Buy
18,977
+3,608
+23% +$209K 0.03% 597
2015
Q1 		$883K Buy
15,369
+4,145
+37% +$234K 0.02% 672
2014
Q4 		$621K Buy
11,224
+1,275
+13% +$68.2K 0.02% 750
2014
Q3 		$515K Sell
9,949
-3,202
-24% -$166K 0.02% 844
2014
Q2 		$674K Buy
13,151
+2,196
+20% +$110K 0.02% 755
2014
Q1 		$544K Buy
10,955
+2,796
+34% +$135K 0.02% 790
2013
Q4 		$396K Buy
+8,159
New +$375K 0.01% 908

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oppenheimer & Co's SURE Position: Q3 2017 in Review

Oppenheimer & Co sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2017, closing a stake of 8,042 shares — an estimated $533K sold.

Oppenheimer & Co first reported a position in SURE in Q4 2013 and held it in 13 quarters. The position peaked at $1.08M in Q2 2015. 30 funds tracked by Wall St. Rank hold SURE as of Q3 2017.

  • Oppenheimer & Co reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2017 after selling out during the quarter.
  • Oppenheimer & Co sold 8,042 AdvisorShares Insider Advantage ETF shares in Q3 2017, an estimated $533K.
  • Oppenheimer & Co first reported a position in AdvisorShares Insider Advantage ETF in Q4 2013 and held it in 13 quarters.
  • Oppenheimer & Co's AdvisorShares Insider Advantage ETF position peaked at $1.08M in Q2 2015.
  • 30 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2017.

Based on Oppenheimer & Co's 13F filing for Q3 2017, filed 9 Nov 2017.