SEI Investments
SURE icon

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

SEI 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
2018
Q3 		– Sell
-126
Closed -$9K – 3354
2018
Q2 		$9K Sell
126
-165
-57% -$11.3K ﹤0.01% 3035
2018
Q1 		$20K Buy
+291
New +$20.8K ﹤0.01% 2659

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SEI Investments's SURE Position: Q3 2018 in Review

SEI Investments sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2018, closing a stake of 126 shares — an estimated $9K sold.

SEI Investments first reported a position in SURE in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 32 funds tracked by Wall St. Rank hold SURE as of Q3 2018.

  • SEI Investments reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 126 AdvisorShares Insider Advantage ETF shares in Q3 2018, an estimated $9K.
  • SEI Investments first reported a position in AdvisorShares Insider Advantage ETF in Q1 2018 and held it in 2 quarters.
  • SEI Investments's AdvisorShares Insider Advantage ETF position peaked at $20K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.