Sequoia Wealth Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Sequoia Wealth Management’s Portfolio AADR Stock Details AADR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-31,854	Closed	-$1.65M	–	57
2019 Q2	$1.65M	Sell	31,854 -1,117	-3%	-$52K	1.56%	12
2019 Q1	$1.5M	Buy	32,971 +1,124	+4%	+$49.8K	1.22%	22
2018 Q4	$1.28M	Sell	31,847 -32,300	-50%	-$1.47M	1.26%	21
2018 Q3	$3.45M	Buy	64,147 +15,937	+33%	+$837K	2.96%	9
2018 Q2	$2.53M	Buy	48,210 +4,821	+11%	+$280K	2.69%	11
2018 Q1	$2.54M	Buy	43,389 +5,685	+15%	+$345K	2.46%	12
2017 Q4	$2.33M	Buy	+37,704	New	+$2.15M	2.1%	15

Other funds holding AADR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Sequoia Wealth Management's AADR Position: Q3 2019 in Review

Sequoia Wealth Management sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q3 2019, closing a stake of 31,854 shares — an estimated $1.65M sold.

Sequoia Wealth Management first reported a position in AADR in Q4 2017 and held it in 7 quarters. The position peaked at $3.45M in Q3 2018. 33 funds tracked by Wall St. Rank hold AADR as of Q3 2019.

Sequoia Wealth Management reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 31,854 AdvisorShares Dorsey Wright ADR ETF shares in Q3 2019, an estimated $1.65M.
Sequoia Wealth Management first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's AdvisorShares Dorsey Wright ADR ETF position peaked at $3.45M in Q3 2018.
33 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.