Raymond James & Associates’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Raymond James & Associates’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 Q3	–	Sell	-5,500	Closed	-$374K	–	3714
2019 Q2	$374K	Hold	5,500	–	–	﹤0.01%	2862
2019 Q1	$360K	Sell	5,500 -150	-3%	-$9.57K	﹤0.01%	2881
2018 Q4	$331K	Sell	5,650 -47	-0.8%	-$3.03K	﹤0.01%	2799
2018 Q3	$400K	Sell	5,697 -2,617	-31%	-$183K	﹤0.01%	2860
2018 Q2	$568K	Sell	8,314 -7,804	-48%	-$535K	﹤0.01%	2593
2018 Q1	$1.1M	Buy	16,118 +5,000	+45%	+$357K	﹤0.01%	2066
2017 Q4	$794K	Sell	11,118 -514	-4%	-$35.5K	﹤0.01%	2247
2017 Q3	$790K	Buy	+11,632	New	+$770K	﹤0.01%	2232
2015 Q2	–	Sell	-11,137	Closed	-$640K	–	2446
2015 Q1	$640K	Buy	+11,137	New	+$627K	﹤0.01%	1917

Other funds holding SURE

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

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

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

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

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

PCG

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James & Associates's SURE Position: Q3 2019 in Review

Raymond James & Associates sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2019, closing a stake of 5,500 shares — an estimated $374K sold.

Raymond James & Associates first reported a position in SURE in Q1 2015 and held it in 9 quarters. The position peaked at $1.1M in Q1 2018. 30 funds tracked by Wall St. Rank hold SURE as of Q3 2019.

Raymond James & Associates reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2019 after selling out during the quarter.
Raymond James & Associates sold 5,500 AdvisorShares Insider Advantage ETF shares in Q3 2019, an estimated $374K.
Raymond James & Associates first reported a position in AdvisorShares Insider Advantage ETF in Q1 2015 and held it in 9 quarters.
Raymond James & Associates's AdvisorShares Insider Advantage ETF position peaked at $1.1M in Q1 2018.
30 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2019.

Based on Raymond James & Associates's 13F filing for Q3 2019, filed 7 Nov 2019.