Clear Perspective Advisors’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-23	Closed	-$1K	–	484
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	488
2018 Q1	$1K	Sell	23 -78	-77%	-$3.76K	﹤0.01%	491
2017 Q4	$5K	Sell	101 -107	-51%	-$5.2K	﹤0.01%	395
2017 Q3	$10K	Buy	+208	New	+$10.1K	0.01%	345

Other funds holding MINC

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

AWM

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Clear Perspective Advisors's MINC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q3 2018, closing a stake of 23 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in MINC in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2017. 35 funds tracked by Wall St. Rank hold MINC as of Q3 2018.

Clear Perspective Advisors reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 23 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q3 2018, an estimated $1K.
Clear Perspective Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q3 2017 and held it in 4 quarters.
Clear Perspective Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $10K in Q3 2017.
35 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.