BBA
DALT

Braun-Bostich & Associates’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Braun-Bostich & Associates’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-524,687
Closed -$3.58M – 333
2020
Q1 		$3.58M Sell
524,687
-895,241
-63% -$8.54M 4.56% 5
2019
Q4 		$14.6M Sell
1,419,928
-37,094
-3% -$377K 14.36% 1
2019
Q3 		$14.9M Buy
1,457,022
+131,158
+10% +$1.34M 17.34% 1
2019
Q2 		$13.5M Buy
1,325,864
+269,413
+26% +$2.73M 14.15% 1
2019
Q1 		$10.6M Buy
+1,056,451
New +$10.3M 11.03% 1

Other funds holding DALT

ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Braun-Bostich & Associates's DALT Position: Q2 2020 in Review

Braun-Bostich & Associates sold out of Anfield Diversified Alternatives ETF (DALT) in Q2 2020, closing a stake of 524,687 shares — an estimated $3.58M sold.

Braun-Bostich & Associates first reported a position in DALT in Q1 2019 and held it in 5 quarters. The position peaked at $14.9M in Q3 2019. 12 funds tracked by Wall St. Rank hold DALT as of Q2 2020.

  • Braun-Bostich & Associates reported no remaining Anfield Diversified Alternatives ETF position as of Q2 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 524,687 Anfield Diversified Alternatives ETF shares in Q2 2020, an estimated $3.58M.
  • Braun-Bostich & Associates first reported a position in Anfield Diversified Alternatives ETF in Q1 2019 and held it in 5 quarters.
  • Braun-Bostich & Associates's Anfield Diversified Alternatives ETF position peaked at $14.9M in Q3 2019.
  • 12 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q2 2020.

Based on Braun-Bostich & Associates's 13F filing for Q2 2020, filed 13 Aug 2020.