San Francisco Sentry Investment Group’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

San Francisco Sentry Investment Group’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
2018 Q2	–	Sell	-1,352	Closed	-$93K	–	863
2018 Q1	$93K	Buy	1,352 +40	+3%	+$2.86K	0.03%	379
2017 Q4	$94K	Buy	1,312 +60	+5%	+$4.15K	0.03%	367
2017 Q3	$85K	Buy	1,252 +60	+5%	+$3.97K	0.03%	362
2017 Q2	$79K	Buy	+1,192	New	+$77.5K	0.03%	317
2014 Q4	–	Sell	-200	Closed	-$10K	–	404
2014 Q3	$10K	Hold	200	–	–	0.01%	473
2014 Q2	$10K	Hold	200	–	–	﹤0.01%	485
2014 Q1	$10K	Hold	200	–	–	﹤0.01%	526
2013 Q4	$10K	Hold	200	–	–	﹤0.01%	498
2013 Q3	$9K	Buy	+200	New	+$8.7K	﹤0.01%	491

Other funds holding SURE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

San Francisco Sentry Investment Group's SURE Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2018, closing a stake of 1,352 shares — an estimated $93K sold.

San Francisco Sentry Investment Group first reported a position in SURE in Q3 2013 and held it in 9 quarters. The position peaked at $94K in Q4 2017. 35 funds tracked by Wall St. Rank hold SURE as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 1,352 AdvisorShares Insider Advantage ETF shares in Q2 2018, an estimated $93K.
San Francisco Sentry Investment Group first reported a position in AdvisorShares Insider Advantage ETF in Q3 2013 and held it in 9 quarters.
San Francisco Sentry Investment Group's AdvisorShares Insider Advantage ETF position peaked at $94K in Q4 2017.
35 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.