SFG
GIVE

SNS Financial Group’s AdvisorShares Global Echo ETF GIVE Stock Holding History

SNS Financial Group’s Portfolio GIVE Stock Details GIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-8,847
Closed -$526K – 141
2016
Q2 		$526K Sell
8,847
-896
-9% -$53.3K 0.13% 84
2016
Q1 		$579K Sell
9,743
-2,367
-20% -$136K 0.15% 73
2015
Q4 		$732K Sell
12,110
-1,365
-10% -$82.9K 0.18% 66
2015
Q3 		$803K Buy
13,475
+7,960
+144% +$493K 0.22% 66
2015
Q2 		$351K Sell
5,515
-571
-9% -$36.5K 0.11% 90
2015
Q1 		$384K Sell
6,086
-898
-13% -$57.2K 0.14% 80
2014
Q4 		$445K Buy
6,984
+1,226
+21% +$75.5K 0.18% 73
2014
Q3 		$351K Sell
5,758
-198
-3% -$12.2K 0.11% 86
2014
Q2 		$365K Buy
5,956
+314
+6% +$18.9K 0.15% 82
2014
Q1 		$344K Buy
5,642
+1,213
+27% +$74K 0.15% 67
2013
Q4 		$269K Sell
4,429
-127
-3% -$7.48K 0.12% 108
2013
Q3 		$261K Buy
+4,556
New +$257K 0.17% 85

Other funds holding GIVE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SNS Financial Group's GIVE Position: Q3 2016 in Review

SNS Financial Group sold out of AdvisorShares Global Echo ETF (GIVE) in Q3 2016, closing a stake of 8,847 shares — an estimated $526K sold.

SNS Financial Group first reported a position in GIVE in Q3 2013 and held it in 12 quarters. The position peaked at $803K in Q3 2015. 6 funds tracked by Wall St. Rank hold GIVE as of Q3 2016.

  • SNS Financial Group reported no remaining AdvisorShares Global Echo ETF position as of Q3 2016 after selling out during the quarter.
  • SNS Financial Group sold 8,847 AdvisorShares Global Echo ETF shares in Q3 2016, an estimated $526K.
  • SNS Financial Group first reported a position in AdvisorShares Global Echo ETF in Q3 2013 and held it in 12 quarters.
  • SNS Financial Group's AdvisorShares Global Echo ETF position peaked at $803K in Q3 2015.
  • 6 funds tracked by Wall St. Rank held AdvisorShares Global Echo ETF as of Q3 2016.

Based on SNS Financial Group's 13F filing for Q3 2016, filed 14 Nov 2016.