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Global Financial Private Client’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Global Financial Private Client’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,773
Closed -$17.4K – 468
2020
Q2 		$17.4K Sell
1,773
-2,094
-54% -$20.5K 0.02% 304
2020
Q1 		$37.6K Hold
3,867
– – 0.04% 239
2019
Q4 		$37.5K Buy
+3,867
New +$37.7K 0.03% 272

Other funds holding AFIF

ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Financial Private Client's AFIF Position: Q3 2020 in Review

Global Financial Private Client sold out of Anfield Universal Fixed Income ETF (AFIF) in Q3 2020, closing a stake of 1,773 shares — an estimated $17.4K sold.

Global Financial Private Client first reported a position in AFIF in Q4 2019 and held it in 3 quarters. The position peaked at $37.6K in Q1 2020. 15 funds tracked by Wall St. Rank hold AFIF as of Q3 2020.

  • Global Financial Private Client reported no remaining Anfield Universal Fixed Income ETF position as of Q3 2020 after selling out during the quarter.
  • Global Financial Private Client sold 1,773 Anfield Universal Fixed Income ETF shares in Q3 2020, an estimated $17.4K.
  • Global Financial Private Client first reported a position in Anfield Universal Fixed Income ETF in Q4 2019 and held it in 3 quarters.
  • Global Financial Private Client's Anfield Universal Fixed Income ETF position peaked at $37.6K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.