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Winslow Evans & Crocker’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Winslow Evans & Crocker’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
2018
Q3 		– Sell
-400
Closed -$22K – 1104
2018
Q2 		$22K Hold
400
– – 0.01% 653
2018
Q1 		$23.5K Hold
400
– – 0.01% 616
2017
Q4 		$23.5K Buy
+400
New +$22.8K 0.01% 627

Other funds holding AADR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Winslow Evans & Crocker's AADR Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q3 2018, closing a stake of 400 shares — an estimated $22K sold.

Winslow Evans & Crocker first reported a position in AADR in Q4 2017 and held it in 3 quarters. The position peaked at $23.5K in Q4 2017. 41 funds tracked by Wall St. Rank hold AADR as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 400 AdvisorShares Dorsey Wright ADR ETF shares in Q3 2018, an estimated $22K.
  • Winslow Evans & Crocker first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2017 and held it in 3 quarters.
  • Winslow Evans & Crocker's AdvisorShares Dorsey Wright ADR ETF position peaked at $23.5K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.