CA
MINC

Calton & Associates’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Calton & Associates’s Portfolio MINC Stock Details MINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,557
Closed -$315K – 410
2018
Q1 		$315K Buy
6,557
+104
+2% +$5.01K 0.09% 225
2017
Q4 		$312K Buy
+6,453
New +$314K 0.08% 234

Other funds holding MINC

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Calton & Associates's MINC Position: Q2 2018 in Review

Calton & Associates sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q2 2018, closing a stake of 6,557 shares — an estimated $315K sold.

Calton & Associates first reported a position in MINC in Q4 2017 and held it in 2 quarters. The position peaked at $315K in Q1 2018. 42 funds tracked by Wall St. Rank hold MINC as of Q2 2018.

  • Calton & Associates reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 6,557 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q2 2018, an estimated $315K.
  • Calton & Associates first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $315K in Q1 2018.
  • 42 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.