Kessler Investment Group’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Kessler Investment Group’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
2018 Q4	–	Sell	-50	Closed	-$2K	–	150
2018 Q3	$2K	Buy	+50	New	+$2.39K	﹤0.01%	135
2017 Q2	–	Sell	-420	Closed	-$20K	–	115
2017 Q1	$20K	Buy	+420	New	+$20.4K	0.03%	68
2015 Q3	–	Sell	-240	Closed	-$12K	–	131
2015 Q2	$12K	Buy	+240	New	+$11.8K	0.02%	77

Other funds holding MINC

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Kessler Investment Group's MINC Position: Q4 2018 in Review

Kessler Investment Group sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Kessler Investment Group first reported a position in MINC in Q2 2015 and held it in 3 quarters. The position peaked at $20K in Q1 2017. 43 funds tracked by Wall St. Rank hold MINC as of Q4 2018.

Kessler Investment Group reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q4 2018 after selling out during the quarter.
Kessler Investment Group sold 50 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2018, an estimated $2K.
Kessler Investment Group first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q2 2015 and held it in 3 quarters.
Kessler Investment Group's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $20K in Q1 2017.
43 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2018.

Based on Kessler Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.