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

Pacific 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
2015
Q4 		$588K Sell
10,866
-4,658
-30% -$259K 1.09% 27
2015
Q3 		$818K Sell
15,524
-17,810
-53% -$996K 1.07% 23
2015
Q2 		$1.9M Buy
+33,334
New +$1.93M 2.16% 12

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
UBS Group
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Pacific Financial Group's SURE Position: Q4 2015 in Review

Pacific Financial Group reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 30% in Q4 2015, selling an estimated $259K and leaving 10,866 shares worth $588K. The position accounts for 1.09% of the portfolio, ranked #27.

Pacific Financial Group first reported a position in SURE in Q2 2015 and has held it in 3 quarters since. The position peaked at $1.9M in Q2 2015. 39 funds tracked by Wall St. Rank hold SURE as of Q4 2015.

  • Pacific Financial Group held 10,866 shares of AdvisorShares Insider Advantage ETF worth $588K as of Q4 2015.
  • Pacific Financial Group sold 4,658 AdvisorShares Insider Advantage ETF shares in Q4 2015, an estimated $259K.
  • AdvisorShares Insider Advantage ETF made up 1.09% of Pacific Financial Group's portfolio in Q4 2015, its #27 holding.
  • Pacific Financial Group first reported a position in AdvisorShares Insider Advantage ETF in Q2 2015 and has held it in 3 quarters since.
  • Pacific Financial Group's AdvisorShares Insider Advantage ETF position peaked at $1.9M in Q2 2015.
  • 39 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2015.

Based on Pacific Financial Group's 13F filing for Q4 2015, filed 22 Jan 2016.