FIM
MINC

Freedom Investment Management’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Freedom Investment 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
-14,951
Closed -$725K – 732
2019
Q3 		$725K Sell
14,951
-654
-4% -$31.7K 0.06% 273
2019
Q2 		$755K Sell
15,605
-5,084
-25% -$245K 0.06% 269
2019
Q1 		$994K Sell
20,689
-25,215
-55% -$1.2M 0.08% 237
2018
Q4 		$2.17M Buy
45,904
+3,497
+8% +$167K 0.17% 109
2018
Q3 		$2.03M Sell
42,407
-415
-1% -$19.9K 0.13% 155
2018
Q2 		$2.05M Buy
42,822
+3,197
+8% +$153K 0.12% 161
2018
Q1 		$1.9M Buy
39,625
+819
+2% +$39.5K 0.1% 184
2017
Q4 		$1.88M Sell
38,806
-820
-2% -$39.9K 0.1% 171
2017
Q3 		$1.93M Buy
39,626
+20,406
+106% +$995K 0.11% 144
2017
Q2 		$937K Buy
19,220
+952
+5% +$46.4K 0.05% 335
2017
Q1 		$888K Buy
18,268
+312
+2% +$15.2K 0.05% 341
2016
Q4 		$872K Sell
17,956
-60
-0.3% -$2.92K 0.05% 290
2016
Q3 		$882K Sell
18,016
-1,811
-9% -$88.6K 0.06% 277
2016
Q2 		$967K Buy
19,827
+5,506
+38% +$268K 0.07% 224
2016
Q1 		$693K Buy
14,321
+2,047
+17% +$99.2K 0.05% 299
2015
Q4 		$594K Sell
12,274
-16,287
-57% -$795K 0.05% 344
2015
Q3 		$388K Buy
+28,561
New +$1.4M 0.04% 397

Other funds holding MINC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM

Freedom Investment Management's MINC Position: Q4 2019 in Review

Freedom Investment Management sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2019, closing a stake of 14,951 shares — an estimated $725K sold.

Freedom Investment Management first reported a position in MINC in Q3 2015 and held it in 17 quarters. The position peaked at $2.17M in Q4 2018. 42 funds tracked by Wall St. Rank hold MINC as of Q4 2019.

  • Freedom Investment Management reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q4 2019 after selling out during the quarter.
  • Freedom Investment Management sold 14,951 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2019, an estimated $725K.
  • Freedom Investment Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q3 2015 and held it in 17 quarters.
  • Freedom Investment Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $2.17M in Q4 2018.
  • 42 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2019.

Based on Freedom Investment Management's 13F filing for Q4 2019, filed 24 Jan 2020.