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WealthShield’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

WealthShield’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$3.35M Buy
+56,931
New +$3.25M 2.04% 13

Other funds holding AADR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

WealthShield's AADR Position: Q4 2017 in Review

WealthShield opened a new position in AdvisorShares Dorsey Wright ADR ETF (AADR) in Q4 2017: 56,931 shares worth $3.35M. The stake represents 2.04% of the portfolio and ranks #13 among its holdings.

37 funds tracked by Wall St. Rank hold AADR as of Q4 2017.

  • WealthShield held 56,931 shares of AdvisorShares Dorsey Wright ADR ETF worth $3.35M as of Q4 2017.
  • AdvisorShares Dorsey Wright ADR ETF was a new WealthShield position in Q4 2017.
  • AdvisorShares Dorsey Wright ADR ETF made up 2.04% of WealthShield's portfolio in Q4 2017, its #13 holding.
  • 37 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.