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Pinnacle Bancorp’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Pinnacle Bancorp’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
2019
Q4 		– Sell
-195
Closed -$14K – 696
2019
Q3 		$14K Hold
195
– – 0.01% 513
2019
Q2 		$13K Sell
195
-80
-29% -$5.33K 0.01% 516
2019
Q1 		$18K Hold
275
– – 0.01% 446
2018
Q4 		$16K Buy
+275
New +$17.7K 0.01% 462
2017
Q1 		$29K Buy
+450
New +$29.4K 0.02% 367

Other funds holding SURE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Bancorp's SURE Position: Q4 2019 in Review

Pinnacle Bancorp sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2019, closing a stake of 195 shares — an estimated $14K sold.

Pinnacle Bancorp first reported a position in SURE in Q1 2017 and held it in 5 quarters. The position peaked at $29K in Q1 2017. 29 funds tracked by Wall St. Rank hold SURE as of Q4 2019.

  • Pinnacle Bancorp reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2019 after selling out during the quarter.
  • Pinnacle Bancorp sold 195 AdvisorShares Insider Advantage ETF shares in Q4 2019, an estimated $14K.
  • Pinnacle Bancorp first reported a position in AdvisorShares Insider Advantage ETF in Q1 2017 and held it in 5 quarters.
  • Pinnacle Bancorp's AdvisorShares Insider Advantage ETF position peaked at $29K in Q1 2017.
  • 29 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2019.

Based on Pinnacle Bancorp's 13F filing for Q4 2019, filed 10 Jan 2020.