UBS’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

UBS’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
2014 Q3	$1.45M	Sell	27,956 -62	-0.2%	-$3.21K	﹤0.01%	3215
2014 Q2	$1.44M	Buy	28,018 +3,946	+16%	+$198K	﹤0.01%	3205
2014 Q1	$1.2M	Buy	24,072 +5,165	+27%	+$250K	﹤0.01%	3307
2013 Q4	$917K	Buy	18,907 +15,125	+400%	+$696K	﹤0.01%	3639
2013 Q3	$165K	Buy	+3,782	New	+$164K	﹤0.01%	5409

Other funds holding SURE

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's SURE Position: Q3 2014 in Review

UBS reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 0.22% in Q3 2014, selling an estimated $3.21K and leaving 27,956 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

UBS first reported a position in SURE in Q3 2013 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold SURE as of Q3 2014.

UBS held 27,956 shares of AdvisorShares Insider Advantage ETF worth $1.45M as of Q3 2014.
UBS sold 62 AdvisorShares Insider Advantage ETF shares in Q3 2014, an estimated $3.21K.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3215 holding.
UBS first reported a position in AdvisorShares Insider Advantage ETF in Q3 2013 and has held it in 5 quarters since.
31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.