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Placemark Investments’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Placemark Investments’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,215
Closed -$319K – 1633
2013
Q3 		$319K Sell
2,215
-1,038
-32% -$156K 0.01% 1294
2013
Q2 		$525K Buy
+3,253
New +$545K 0.01% 1013

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return

Placemark Investments's HDGE Position: Q4 2013 in Review

Placemark Investments sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2013, closing a stake of 2,215 shares — an estimated $319K sold.

Placemark Investments first reported a position in HDGE in Q2 2013 and held it in 2 quarters. The position peaked at $525K in Q2 2013. 25 funds tracked by Wall St. Rank hold HDGE as of Q4 2013.

  • Placemark Investments reported no remaining AdvisorShares Active Bear ETF position as of Q4 2013 after selling out during the quarter.
  • Placemark Investments sold 2,215 AdvisorShares Active Bear ETF shares in Q4 2013, an estimated $319K.
  • Placemark Investments first reported a position in AdvisorShares Active Bear ETF in Q2 2013 and held it in 2 quarters.
  • Placemark Investments's AdvisorShares Active Bear ETF position peaked at $525K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2013.

Based on Placemark Investments's 13F filing for Q4 2013, filed 14 Feb 2014.