Stifel Financial
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Stifel Financial’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Stifel Financial’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
2019
Q1 		– Sell
-4,375
Closed -$257K – 2851
2018
Q4 		$257K Sell
4,375
-525
-11% -$33.9K ﹤0.01% 2320
2018
Q3 		$346K Hold
4,900
– – ﹤0.01% 2274
2018
Q2 		$335K Hold
4,900
– – ﹤0.01% 2232
2018
Q1 		$336K Buy
4,900
+500
+11% +$35.7K ﹤0.01% 2189
2017
Q4 		$313K Sell
4,400
-765
-15% -$52.9K ﹤0.01% 2177
2017
Q3 		$352K Sell
5,165
-1,100
-18% -$72.9K ﹤0.01% 2082
2017
Q2 		$416K Buy
6,265
+500
+9% +$32.5K ﹤0.01% 1968
2017
Q1 		$378K Sell
5,765
-4,350
-43% -$284K ﹤0.01% 1972
2016
Q4 		$642K Buy
10,115
+1,913
+23% +$118K ﹤0.01% 1639
2016
Q3 		$479K Buy
+8,202
New +$474K ﹤0.01% 1750
2016
Q2 		– Sell
-36,137
Closed -$2.03M – 2562
2016
Q1 		$2.03M Sell
36,137
-8,336
-19% -$437K 0.01% 917
2015
Q4 		$2.41M Buy
44,473
+6,846
+18% +$381K 0.01% 873
2015
Q3 		$1.98M Sell
37,627
-1,207
-3% -$67.5K 0.01% 917
2015
Q2 		$2.22M Buy
38,834
+7,308
+23% +$423K 0.01% 939
2015
Q1 		$1.81M Buy
31,526
+10,166
+48% +$573K 0.01% 987
2014
Q4 		$1.18M Buy
21,360
+6,391
+43% +$342K 0.01% 1181
2014
Q3 		$775K Buy
14,969
+1,960
+15% +$102K 0.01% 1271
2014
Q2 		$667K Buy
13,009
+1,537
+13% +$77.2K 0.01% 1326
2014
Q1 		$569K Buy
+11,472
New +$556K 0.01% 1367

Other funds holding SURE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Stifel Financial's SURE Position: Q1 2019 in Review

Stifel Financial sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2019, closing a stake of 4,375 shares — an estimated $257K sold.

Stifel Financial first reported a position in SURE in Q1 2014 and held it in 19 quarters. The position peaked at $2.41M in Q4 2015. 32 funds tracked by Wall St. Rank hold SURE as of Q1 2019.

  • Stifel Financial reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2019 after selling out during the quarter.
  • Stifel Financial sold 4,375 AdvisorShares Insider Advantage ETF shares in Q1 2019, an estimated $257K.
  • Stifel Financial first reported a position in AdvisorShares Insider Advantage ETF in Q1 2014 and held it in 19 quarters.
  • Stifel Financial's AdvisorShares Insider Advantage ETF position peaked at $2.41M in Q4 2015.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2019.

Based on Stifel Financial's 13F filing for Q1 2019, filed 14 May 2019.