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Lloyd Advisory Services’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Lloyd Advisory Services’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
-753
Closed -$7K – 323
2020
Q2 		$7K Buy
753
+1
+0.1% +$10 ﹤0.01% 192
2020
Q1 		$7K Sell
752
-3,294
-81% -$32.2K 0.01% 167
2019
Q4 		$39K Buy
+4,046
New +$39.4K 0.04% 143

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 $221M AUM 43.02% 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

Lloyd Advisory Services's AFIF Position: Q3 2020 in Review

Lloyd Advisory Services sold out of Anfield Universal Fixed Income ETF (AFIF) in Q3 2020, closing a stake of 753 shares — an estimated $7K sold.

Lloyd Advisory Services first reported a position in AFIF in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 15 funds tracked by Wall St. Rank hold AFIF as of Q3 2020.

  • Lloyd Advisory Services reported no remaining Anfield Universal Fixed Income ETF position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 753 Anfield Universal Fixed Income ETF shares in Q3 2020, an estimated $7K.
  • Lloyd Advisory Services first reported a position in Anfield Universal Fixed Income ETF in Q4 2019 and held it in 3 quarters.
  • Lloyd Advisory Services's Anfield Universal Fixed Income ETF position peaked at $39K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.