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Reilly Financial Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Reilly Financial Advisors’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
2016
Q1 		– Sell
-925
Closed -$50K – 1272
2015
Q4 		$50K Buy
+925
New +$51.4K 0.01% 395

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA1
Wimmer Associates 1 Pasadena, California $205M AUM 21.23% 1-Year Est. Return

Reilly Financial Advisors's SURE Position: Q1 2016 in Review

Reilly Financial Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2016, closing a stake of 925 shares — an estimated $50K sold.

Reilly Financial Advisors first reported a position in SURE in Q4 2015 and held it in 1 quarter. The position peaked at $50K in Q4 2015. 35 funds tracked by Wall St. Rank hold SURE as of Q1 2016.

  • Reilly Financial Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 925 AdvisorShares Insider Advantage ETF shares in Q1 2016, an estimated $50K.
  • Reilly Financial Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's AdvisorShares Insider Advantage ETF position peaked at $50K in Q4 2015.
  • 35 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2016.

Based on Reilly Financial Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.