Creative Planning
MINC

Creative Planning’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-1,363
Closed -$66K – 4623
2017
Q2 		$66K Buy
1,363
+1,109
+437% +$54K ﹤0.01% 2304
2017
Q1 		$12K Sell
254
-254
-50% -$12.3K ﹤0.01% 3511
2016
Q4 		$25K Buy
+508
New +$24.7K ﹤0.01% 2948
2015
Q1 		– Sell
-74
Closed -$4K – 4678
2014
Q4 		$4K Buy
+74
New +$3.66K ﹤0.01% 3667

Other funds holding MINC

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CC
Cognios Capital Leawood, Kansas $200M AUM 1.14% 1-Year Est. Return
AIS
Accurate Investment Solutions Seven Fields, Pennsylvania $123M AUM 9.07% 1-Year Est. Return

Creative Planning's MINC Position: Q3 2017 in Review

Creative Planning sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q3 2017, closing a stake of 1,363 shares — an estimated $66K sold.

Creative Planning first reported a position in MINC in Q4 2014 and held it in 4 quarters. The position peaked at $66K in Q2 2017. 32 funds tracked by Wall St. Rank hold MINC as of Q3 2017.

  • Creative Planning reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,363 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q3 2017, an estimated $66K.
  • Creative Planning first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2014 and held it in 4 quarters.
  • Creative Planning's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $66K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.