Bay Harbor Wealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Bay Harbor Wealth Management’s Portfolio AFIF Stock Details AFIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-434	Closed	-$4K	–	342
2020 Q1	$4K	Buy	+434	New	+$4.24K	﹤0.01%	233
2019 Q2	–	Sell	-7,734	Closed	-$77K	–	352
2019 Q1	$77K	Hold	7,734	–	–	0.05%	128
2018 Q4	$77K	Buy	+7,734	New	+$77.4K	0.06%	129

Other funds holding AFIF

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Bay Harbor Wealth Management's AFIF Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2020, closing a stake of 434 shares — an estimated $4K sold.

Bay Harbor Wealth Management first reported a position in AFIF in Q4 2018 and held it in 3 quarters. The position peaked at $77K in Q1 2019. 15 funds tracked by Wall St. Rank hold AFIF as of Q2 2020.

Bay Harbor Wealth Management reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 434 Anfield Universal Fixed Income ETF shares in Q2 2020, an estimated $4K.
Bay Harbor Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q4 2018 and held it in 3 quarters.
Bay Harbor Wealth Management's Anfield Universal Fixed Income ETF position peaked at $77K in Q1 2019.
15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.