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Placemark Investments’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Placemark Investments’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
2014
Q1 		– Sell
-4,621
Closed -$224K – 1662
2013
Q4 		$224K Buy
4,621
+51
+1% +$2.35K ﹤0.01% 1484
2013
Q3 		$200K Buy
+4,570
New +$199K ﹤0.01% 1486

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Placemark Investments's SURE Position: Q1 2014 in Review

Placemark Investments sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2014, closing a stake of 4,621 shares — an estimated $224K sold.

Placemark Investments first reported a position in SURE in Q3 2013 and held it in 2 quarters. The position peaked at $224K in Q4 2013. 28 funds tracked by Wall St. Rank hold SURE as of Q1 2014.

  • Placemark Investments reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2014 after selling out during the quarter.
  • Placemark Investments sold 4,621 AdvisorShares Insider Advantage ETF shares in Q1 2014, an estimated $224K.
  • Placemark Investments first reported a position in AdvisorShares Insider Advantage ETF in Q3 2013 and held it in 2 quarters.
  • Placemark Investments's AdvisorShares Insider Advantage ETF position peaked at $224K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2014.

Based on Placemark Investments's 13F filing for Q1 2014, filed 9 May 2014.