Financial Gravity Asset Management’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-1,268	Closed	-$62K	–	1859
2019 Q3	$62K	Hold	1,268	–	–	0.05%	259
2019 Q2	$61K	Sell	1,268 -1	-0.1%	-$48	0.05%	292
2019 Q1	$61K	Buy	+1,269	New	+$60.5K	0.05%	273
2018 Q3	$70K	Sell	1,456 -344	-19%	-$16.5K	0.07%	261
2018 Q2	$86K	Sell	1,800 -91	-5%	-$4.36K	0.08%	233
2018 Q1	$90K	Buy	+1,891	New	+$91.2K	0.09%	209

Other funds holding MINC

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

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

JWCA

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCM

Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CONA

Capital One National Association New York $756M AUM

Financial Gravity Asset Management's MINC Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2019, closing a stake of 1,268 shares — an estimated $62K sold.

Financial Gravity Asset Management first reported a position in MINC in Q1 2018 and held it in 6 quarters. The position peaked at $90K in Q1 2018. 42 funds tracked by Wall St. Rank hold MINC as of Q4 2019.

Financial Gravity Asset Management reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 1,268 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2019, an estimated $62K.
Financial Gravity Asset Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $90K in Q1 2018.
42 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.