SI
SURE icon

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

SII 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
Q1 		– Sell
-6,655
Closed -$475K – 286
2017
Q4 		$475K Sell
6,655
-139
-2% -$9.61K 0.05% 256
2017
Q3 		$462K Sell
6,794
-45
-0.7% -$2.98K 0.03% 381
2017
Q2 		$453K Sell
6,839
-151
-2% -$9.82K 0.03% 367
2017
Q1 		$457K Sell
6,990
-1,260
-15% -$82.3K 0.03% 356
2016
Q4 		$525K Buy
8,250
+1,260
+18% +$77.6K 0.04% 300
2016
Q3 		$408K Buy
+6,990
New +$404K 0.03% 357

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

SII Investments's SURE Position: Q1 2018 in Review

SII Investments sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2018, closing a stake of 6,655 shares — an estimated $475K sold.

SII Investments first reported a position in SURE in Q3 2016 and held it in 6 quarters. The position peaked at $525K in Q4 2016. 34 funds tracked by Wall St. Rank hold SURE as of Q1 2018.

  • SII Investments reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 6,655 AdvisorShares Insider Advantage ETF shares in Q1 2018, an estimated $475K.
  • SII Investments first reported a position in AdvisorShares Insider Advantage ETF in Q3 2016 and held it in 6 quarters.
  • SII Investments's AdvisorShares Insider Advantage ETF position peaked at $525K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.