Global Wealth Management Investment Advisory’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-1,316	Closed	-$13K	–	593
2020 Q1	$13K	Hold	1,316	–	–	0.01%	294
2019 Q4	$13K	Hold	1,316	–	–	0.01%	313
2019 Q3	$13K	Sell	1,316 -1,414	-52%	-$13.8K	0.01%	289
2019 Q2	$27K	Sell	2,730 -26,372	-91%	-$263K	0.01%	232
2019 Q1	$291K	Sell	29,102 -37,888	-57%	-$378K	0.15%	97
2018 Q4	$664K	Buy	+66,990	New	+$670K	0.39%	75

Other funds holding AFIF

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AWM

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

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

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

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

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Global Wealth Management Investment Advisory's AFIF Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2020, closing a stake of 1,316 shares — an estimated $13K sold.

Global Wealth Management Investment Advisory first reported a position in AFIF in Q4 2018 and held it in 6 quarters. The position peaked at $664K in Q4 2018. 15 funds tracked by Wall St. Rank hold AFIF as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,316 Anfield Universal Fixed Income ETF shares in Q2 2020, an estimated $13K.
Global Wealth Management Investment Advisory first reported a position in Anfield Universal Fixed Income ETF in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's Anfield Universal Fixed Income ETF position peaked at $664K in Q4 2018.
15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.