Westport Resources Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Westport Resources 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
2016 Q1	–	Sell	-7,699	Closed	-$416K	–	833
2015 Q4	$416K	Sell	7,699 -1,593	-17%	-$88.6K	0.12%	168
2015 Q3	$490K	Sell	9,292 -717	-7%	-$40.1K	0.15%	155
2015 Q2	$572K	Buy	10,009 +2,339	+30%	+$136K	0.16%	153
2015 Q1	$440K	Buy	7,670 +4,620	+151%	+$260K	0.12%	193
2014 Q4	$169K	Buy	3,050 +150	+5%	+$8.02K	0.05%	322
2014 Q3	$150K	Hold	2,900	–	–	0.04%	339
2014 Q2	$149K	Buy	2,900 +1,600	+123%	+$80.3K	0.04%	354
2014 Q1	$65K	Buy	+1,300	New	+$63K	0.02%	512

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

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

VFS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WA1

Wimmer Associates 1 Pasadena, California $205M AUM 21.23% 1-Year Est. Return

Westport Resources Management's SURE Position: Q1 2016 in Review

Westport Resources Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2016, closing a stake of 7,699 shares — an estimated $416K sold.

Westport Resources Management first reported a position in SURE in Q1 2014 and held it in 8 quarters. The position peaked at $572K in Q2 2015. 35 funds tracked by Wall St. Rank hold SURE as of Q1 2016.

Westport Resources Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2016 after selling out during the quarter.
Westport Resources Management sold 7,699 AdvisorShares Insider Advantage ETF shares in Q1 2016, an estimated $416K.
Westport Resources Management first reported a position in AdvisorShares Insider Advantage ETF in Q1 2014 and held it in 8 quarters.
Westport Resources Management's AdvisorShares Insider Advantage ETF position peaked at $572K in Q2 2015.
35 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2016.

Based on Westport Resources Management's 13F filing for Q1 2016, filed 16 May 2016.