WA1
SURE icon

Wimmer Associates 1’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Wimmer Associates 1’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
Q2 		– Sell
-23,006
Closed -$1.29M – 113
2016
Q1 		$1.29M Buy
23,006
+10,860
+89% +$570K 1.19% 31
2015
Q4 		$657K Buy
+12,146
New +$676K 0.69% 51

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Wimmer Associates 1's SURE Position: Q2 2016 in Review

Wimmer Associates 1 sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2016, closing a stake of 23,006 shares — an estimated $1.29M sold.

Wimmer Associates 1 first reported a position in SURE in Q4 2015 and held it in 2 quarters. The position peaked at $1.29M in Q1 2016. 31 funds tracked by Wall St. Rank hold SURE as of Q2 2016.

  • Wimmer Associates 1 reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2016 after selling out during the quarter.
  • Wimmer Associates 1 sold 23,006 AdvisorShares Insider Advantage ETF shares in Q2 2016, an estimated $1.29M.
  • Wimmer Associates 1 first reported a position in AdvisorShares Insider Advantage ETF in Q4 2015 and held it in 2 quarters.
  • Wimmer Associates 1's AdvisorShares Insider Advantage ETF position peaked at $1.29M in Q1 2016.
  • 31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2016.

Based on Wimmer Associates 1's 13F filing for Q2 2016, filed 11 Aug 2016.