Partnervest Advisory Services’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Partnervest Advisory Services’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
2018 Q4	–	Sell	-8,351	Closed	-$586K	–	247
2018 Q3	$586K	Buy	8,351 +355	+4%	+$24.8K	0.23%	90
2018 Q2	$546K	Buy	7,996 +700	+10%	+$48K	0.25%	80
2018 Q1	$500K	Buy	7,296 +500	+7%	+$35.7K	0.24%	89
2017 Q4	$486K	Sell	6,796 -250	-4%	-$17.3K	0.24%	97
2017 Q3	$478K	Sell	7,046 -150	-2%	-$9.93K	0.23%	93
2017 Q2	$477K	Hold	7,196	–	–	0.22%	97
2017 Q1	$470K	Hold	7,196	–	–	0.21%	100
2016 Q4	$457K	Sell	7,196 -735	-9%	-$45.3K	0.21%	94
2016 Q3	$462K	Sell	7,931 -550	-6%	-$31.8K	0.22%	97
2016 Q2	$470K	Hold	8,481	–	–	0.23%	94
2016 Q1	$477K	Sell	8,481 -435	-5%	-$22.8K	0.25%	90
2015 Q4	$482K	Buy	8,916 +250	+3%	+$13.9K	0.27%	82
2015 Q3	$457K	Sell	8,666 -6,440	-43%	-$360K	0.26%	78
2015 Q2	$863K	Sell	15,106 -1,550	-9%	-$89.8K	0.43%	45
2015 Q1	$957K	Buy	16,656 +9,115	+121%	+$514K	0.5%	35
2014 Q4	$418K	Buy	7,541 +983	+15%	+$52.6K	0.2%	83
2014 Q3	$340K	Sell	6,558 -10	-0.2%	-$518	0.18%	101
2014 Q2	$337K	Buy	6,568 +1,000	+18%	+$50.2K	0.15%	106
2014 Q1	$276K	Buy	5,568 +1,800	+48%	+$87.2K	0.12%	116
2013 Q4	$183K	Buy	3,768 +1,478	+65%	+$68K	0.09%	155
2013 Q3	$100K	Buy	2,290 +140	+7%	+$6.09K	0.05%	194
2013 Q2	$89K	Buy	+2,150	New	+$86.6K	0.04%	168

Other funds holding SURE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Partnervest Advisory Services's SURE Position: Q4 2018 in Review

Partnervest Advisory Services sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2018, closing a stake of 8,351 shares — an estimated $586K sold.

Partnervest Advisory Services first reported a position in SURE in Q2 2013 and held it in 22 quarters. The position peaked at $957K in Q1 2015. 33 funds tracked by Wall St. Rank hold SURE as of Q4 2018.

Partnervest Advisory Services reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2018 after selling out during the quarter.
Partnervest Advisory Services sold 8,351 AdvisorShares Insider Advantage ETF shares in Q4 2018, an estimated $586K.
Partnervest Advisory Services first reported a position in AdvisorShares Insider Advantage ETF in Q2 2013 and held it in 22 quarters.
Partnervest Advisory Services's AdvisorShares Insider Advantage ETF position peaked at $957K in Q1 2015.
33 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2018.

Based on Partnervest Advisory Services's 13F filing for Q4 2018, filed 1 Feb 2019.