CC
MINC

Copperleaf Capital’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Copperleaf Capital’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
2020
Q1 		– Sell
-9,500
Closed -$460K – 53
2019
Q4 		$460K Buy
+9,500
New +$461K 0.47% 38

Other funds holding MINC

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SS
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HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Copperleaf Capital's MINC Position: Q1 2020 in Review

Copperleaf Capital sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q1 2020, closing a stake of 9,500 shares — an estimated $460K sold.

Copperleaf Capital first reported a position in MINC in Q4 2019 and held it in 1 quarter. The position peaked at $460K in Q4 2019. 35 funds tracked by Wall St. Rank hold MINC as of Q1 2020.

  • Copperleaf Capital reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q1 2020 after selling out during the quarter.
  • Copperleaf Capital sold 9,500 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q1 2020, an estimated $460K.
  • Copperleaf Capital first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2019 and held it in 1 quarter.
  • Copperleaf Capital's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $460K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2020.

Based on Copperleaf Capital's 13F filing for Q1 2020, filed 5 May 2020.