Darwin Wealth Management’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Darwin Wealth Management’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 Q2	–	Sell	-825	Closed	-$36K	–	883
2020 Q1	$36K	Buy	+825	New	+$39.5K	0.01%	282
2018 Q4	–	Sell	-5,329	Closed	-$255K	–	133
2018 Q3	$255K	Sell	5,329 -2,405	-31%	-$115K	0.14%	110
2018 Q2	$370K	Buy	7,734 +1,335	+21%	+$64K	0.24%	78
2018 Q1	$308K	Sell	6,399 -3,659	-36%	-$176K	0.22%	90
2017 Q4	$487K	Sell	10,058 -2,525	-20%	-$123K	0.21%	98
2017 Q3	$613K	Sell	12,583 -11,439	-48%	-$558K	0.59%	44
2017 Q2	$1.17M	Sell	24,022 -2,102	-8%	-$102K	0.65%	58
2017 Q1	$1.27M	Sell	26,124 -1,720	-6%	-$83.6K	0.74%	56
2016 Q4	$1.35M	Sell	27,844 -3,990	-13%	-$194K	0.91%	47
2016 Q3	$1.56M	Sell	31,834 -250	-0.8%	-$12.2K	1.2%	33
2016 Q2	$1.56M	Buy	+32,084	New	+$1.56M	1.34%	31

Other funds holding MINC

AWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Darwin Wealth Management's MINC Position: Q2 2020 in Review

Darwin Wealth Management sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q2 2020, closing a stake of 825 shares — an estimated $36K sold.

Darwin Wealth Management first reported a position in MINC in Q2 2016 and held it in 11 quarters. The position peaked at $1.56M in Q2 2016. 32 funds tracked by Wall St. Rank hold MINC as of Q2 2020.

Darwin Wealth Management reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q2 2020 after selling out during the quarter.
Darwin Wealth Management sold 825 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q2 2020, an estimated $36K.
Darwin Wealth Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q2 2016 and held it in 11 quarters.
Darwin Wealth Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $1.56M in Q2 2016.
32 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.