FGC
MINC

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

Financial Gravity Companies’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
Q4 		$68K Buy
+1,417
New +$67.5K 0.06% 257
2018
Q1 		$90K Sell
1,891
-121
-6% -$5.83K 0.09% 209
2017
Q4 		$97K Buy
+2,012
New +$97.8K 0.11% 181

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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Financial Gravity Companies's MINC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2018: 1,417 shares worth $68K. The stake represents 0.06% of the portfolio and ranks #257 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MINC as recently as Q1 2018.

Financial Gravity Companies first reported a position in MINC in Q4 2017 and has held it in 3 quarters since. The position peaked at $97K in Q4 2017. 43 funds tracked by Wall St. Rank hold MINC as of Q4 2018.

  • Financial Gravity Companies held 1,417 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $68K as of Q4 2018.
  • AdvisorShares Newfleet Multi-Sector Income ETF was a new Financial Gravity Companies position in Q4 2018.
  • AdvisorShares Newfleet Multi-Sector Income ETF made up 0.06% of Financial Gravity Companies's portfolio in Q4 2018, its #257 holding.
  • Financial Gravity Companies first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $97K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.