GWM
MINC

Gupta Wealth Management’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Gupta Wealth 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
2016
Q1 		$12K Hold
254
– – ﹤0.01% 834
2015
Q4 		$12K Sell
254
-473
-65% -$23.1K ﹤0.01% 846
2015
Q3 		$36K Buy
727
+254
+54% +$12.5K 0.01% 523
2015
Q2 		$23K Sell
473
-689
-59% -$34K 0.01% 706
2015
Q1 		$57K Buy
+1,162
New +$57.3K 0.02% 384

Other funds holding MINC

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Gupta Wealth Management's MINC Position: Q1 2016 in Review

Gupta Wealth Management held its AdvisorShares Newfleet Multi-Sector Income ETF (MINC) position steady in Q1 2016 at 254 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Gupta Wealth Management first reported a position in MINC in Q1 2015 and has held it in 5 quarters since. The position peaked at $57K in Q1 2015. 25 funds tracked by Wall St. Rank hold MINC as of Q1 2016.

  • Gupta Wealth Management held 254 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $12K as of Q1 2016.
  • Gupta Wealth Management left its AdvisorShares Newfleet Multi-Sector Income ETF share count unchanged in Q1 2016.
  • AdvisorShares Newfleet Multi-Sector Income ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #834 holding.
  • Gupta Wealth Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $57K in Q1 2015.
  • 25 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.