United Capital Financial Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

United Capital Financial 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
2015 Q4	–	Sell	-60,056	Closed	-$3.16M	–	1285
2015 Q3	$3.16M	Buy	60,056 +80	+0.1%	+$4.47K	0.04%	422
2015 Q2	$3.43M	Sell	59,976 -8,360	-12%	-$484K	0.04%	450
2015 Q1	$3.9M	Buy	68,336 +6,963	+11%	+$392K	0.05%	389
2014 Q4	$3.4M	Sell	61,373 -33,584	-35%	-$1.8M	0.05%	345
2014 Q3	$4.92M	Buy	94,957 +42,412	+81%	+$2.2M	0.09%	256
2014 Q2	$2.69M	Buy	52,545 +1,440	+3%	+$72.3K	0.05%	346
2014 Q1	$2.54M	Buy	+51,105	New	+$2.48M	0.05%	319

Other funds holding SURE

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

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

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

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

MFS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

LTFS

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

United Capital Financial Advisors's SURE Position: Q4 2015 in Review

United Capital Financial Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2015, closing a stake of 60,056 shares — an estimated $3.16M sold.

United Capital Financial Advisors first reported a position in SURE in Q1 2014 and held it in 7 quarters. The position peaked at $4.92M in Q3 2014. 39 funds tracked by Wall St. Rank hold SURE as of Q4 2015.

United Capital Financial Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 60,056 AdvisorShares Insider Advantage ETF shares in Q4 2015, an estimated $3.16M.
United Capital Financial Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q1 2014 and held it in 7 quarters.
United Capital Financial Advisors's AdvisorShares Insider Advantage ETF position peaked at $4.92M in Q3 2014.
39 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.