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Summit Financial Strategies’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Summit Financial Strategies’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
2018
Q4 		– Sell
-4,379
Closed -$235K – 58
2018
Q3 		$235K Buy
+4,379
New +$230K 0.11% 54

Other funds holding AADR

Morgan Stanley
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HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Summit Financial Strategies's AADR Position: Q4 2018 in Review

Summit Financial Strategies sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q4 2018, closing a stake of 4,379 shares — an estimated $235K sold.

Summit Financial Strategies first reported a position in AADR in Q3 2018 and held it in 1 quarter. The position peaked at $235K in Q3 2018. 36 funds tracked by Wall St. Rank hold AADR as of Q4 2018.

  • Summit Financial Strategies reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Strategies sold 4,379 AdvisorShares Dorsey Wright ADR ETF shares in Q4 2018, an estimated $235K.
  • Summit Financial Strategies first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q3 2018 and held it in 1 quarter.
  • Summit Financial Strategies's AdvisorShares Dorsey Wright ADR ETF position peaked at $235K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q4 2018.

Based on Summit Financial Strategies's 13F filing for Q4 2018, filed 6 Feb 2019.