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USCA RIA’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

USCA RIA’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
2016
Q3 		– Sell
-12,082
Closed -$670K – 390
2016
Q2 		$670K Buy
+12,082
New +$671K 0.11% 194
2015
Q3 		– Sell
-31,252
Closed -$1.79M – 387
2015
Q2 		$1.79M Sell
31,252
-2,200
-7% -$127K 0.47% 58
2015
Q1 		$1.92M Buy
33,452
+18,300
+121% +$1.03M 0.51% 47
2014
Q4 		$839K Buy
+15,152
New +$810K 0.23% 110

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

USCA RIA's SURE Position: Q3 2016 in Review

USCA RIA sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2016, closing a stake of 12,082 shares — an estimated $670K sold.

USCA RIA first reported a position in SURE in Q4 2014 and held it in 4 quarters. The position peaked at $1.92M in Q1 2015. 28 funds tracked by Wall St. Rank hold SURE as of Q3 2016.

  • USCA RIA reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2016 after selling out during the quarter.
  • USCA RIA sold 12,082 AdvisorShares Insider Advantage ETF shares in Q3 2016, an estimated $670K.
  • USCA RIA first reported a position in AdvisorShares Insider Advantage ETF in Q4 2014 and held it in 4 quarters.
  • USCA RIA's AdvisorShares Insider Advantage ETF position peaked at $1.92M in Q1 2015.
  • 28 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2016.

Based on USCA RIA's 13F filing for Q3 2016, filed 15 Nov 2016.