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Wellington Shields Capital Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Wellington Shields Capital Management’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 		– Sell
-5,800
Closed -$297K – 362
2014
Q2 		$297K Buy
+5,800
New +$291K 0.05% 291

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AI
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Envestnet Asset Management
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MFS
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U
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Jane Street
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

Wellington Shields Capital Management's SURE Position: Q3 2014 in Review

Wellington Shields Capital Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2014, closing a stake of 5,800 shares — an estimated $297K sold.

Wellington Shields Capital Management first reported a position in SURE in Q2 2014 and held it in 1 quarter. The position peaked at $297K in Q2 2014. 31 funds tracked by Wall St. Rank hold SURE as of Q3 2014.

  • Wellington Shields Capital Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2014 after selling out during the quarter.
  • Wellington Shields Capital Management sold 5,800 AdvisorShares Insider Advantage ETF shares in Q3 2014, an estimated $297K.
  • Wellington Shields Capital Management first reported a position in AdvisorShares Insider Advantage ETF in Q2 2014 and held it in 1 quarter.
  • Wellington Shields Capital Management's AdvisorShares Insider Advantage ETF position peaked at $297K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2014.

Based on Wellington Shields Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.