Hobart Private Capital’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Hobart Private Capital’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
2019 Q2	–	Sell	-113,122	Closed	-$1.13M	–	146
2019 Q1	$1.13M	Sell	113,122 -18,710	-14%	-$187K	0.86%	40
2018 Q4	$1.31M	Buy	131,832 +67,264	+104%	+$673K	1.12%	33
2018 Q3	$647K	Buy	+64,568	New	+$648K	0.5%	58

Other funds holding AFIF

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Hobart Private Capital's AFIF Position: Q2 2019 in Review

Hobart Private Capital sold out of Anfield Universal Fixed Income ETF (AFIF) in Q2 2019, closing a stake of 113,122 shares — an estimated $1.13M sold.

Hobart Private Capital first reported a position in AFIF in Q3 2018 and held it in 3 quarters. The position peaked at $1.31M in Q4 2018. 18 funds tracked by Wall St. Rank hold AFIF as of Q2 2019.

Hobart Private Capital reported no remaining Anfield Universal Fixed Income ETF position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 113,122 Anfield Universal Fixed Income ETF shares in Q2 2019, an estimated $1.13M.
Hobart Private Capital first reported a position in Anfield Universal Fixed Income ETF in Q3 2018 and held it in 3 quarters.
Hobart Private Capital's Anfield Universal Fixed Income ETF position peaked at $1.31M in Q4 2018.
18 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.