Summit Trail Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Summit Trail Advisors’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 Q3	–	Sell	-9	Closed	-$1K	–	431
2018 Q2	$1K	Buy	+9	New	+$617	﹤0.01%	476
2018 Q1	–	Sell	-9	Closed	-$1K	–	1507
2017 Q4	$1K	Buy	+9	New	+$622	﹤0.01%	1867

Other funds holding SURE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Summit Trail Advisors's SURE Position: Q3 2018 in Review

Summit Trail Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2018, closing a stake of 9 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in SURE in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 32 funds tracked by Wall St. Rank hold SURE as of Q3 2018.

Summit Trail Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2018 after selling out during the quarter.
Summit Trail Advisors sold 9 AdvisorShares Insider Advantage ETF shares in Q3 2018, an estimated $1K.
Summit Trail Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2017 and held it in 2 quarters.
Summit Trail Advisors's AdvisorShares Insider Advantage ETF position peaked at $1K in Q2 2018.
32 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.