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Santori & Peters Inc’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-444
Closed -$30K – 463
2017
Q4 		$30K Buy
+444
New +$30.7K 0.03% 143

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
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

Santori & Peters Inc's SURE Position: Q1 2018 in Review

Santori & Peters Inc sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2018, closing a stake of 444 shares — an estimated $30K sold.

Santori & Peters Inc first reported a position in SURE in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 34 funds tracked by Wall St. Rank hold SURE as of Q1 2018.

  • Santori & Peters Inc reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 444 AdvisorShares Insider Advantage ETF shares in Q1 2018, an estimated $30K.
  • Santori & Peters Inc first reported a position in AdvisorShares Insider Advantage ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's AdvisorShares Insider Advantage ETF position peaked at $30K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.