WA
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Waddell & Associates’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Waddell & Associates’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-454,706
Closed -$29.9M – 20
2019
Q3 		$29.9M Buy
+454,706
New +$30.4M 9.37% 5

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Waddell & Associates's HDGE Position: Q4 2019 in Review

Waddell & Associates sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q4 2019, closing a stake of 454,706 shares — an estimated $29.9M sold.

Waddell & Associates first reported a position in HDGE in Q3 2019 and held it in 1 quarter. The position peaked at $29.9M in Q3 2019. 43 funds tracked by Wall St. Rank hold HDGE as of Q4 2019.

  • Waddell & Associates reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q4 2019 after selling out during the quarter.
  • Waddell & Associates sold 454,706 AdvisorShares Ranger Equity Bear ETF shares in Q4 2019, an estimated $29.9M.
  • Waddell & Associates first reported a position in AdvisorShares Ranger Equity Bear ETF in Q3 2019 and held it in 1 quarter.
  • Waddell & Associates's AdvisorShares Ranger Equity Bear ETF position peaked at $29.9M in Q3 2019.
  • 43 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q4 2019.

Based on Waddell & Associates's 13F filing for Q4 2019, filed 12 Feb 2020.