PI
MINC

Placemark Investments’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Placemark Investments’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
2014
Q4 		$313K Buy
6,398
+1,981
+45% +$97.9K 0.01% 1387
2014
Q3 		$219K Buy
+4,417
New +$220K ﹤0.01% 1530

Other funds holding MINC

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Placemark Investments's MINC Position: Q4 2014 in Review

Placemark Investments increased its AdvisorShares Newfleet Multi-Sector Income ETF (MINC) stake by 45% in Q4 2014, buying an estimated $97.9K and bringing the position to 6,398 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1387.

Placemark Investments first reported a position in MINC in Q3 2014 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold MINC as of Q4 2014.

  • Placemark Investments held 6,398 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $313K as of Q4 2014.
  • Placemark Investments bought 1,981 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2014, an estimated $97.9K.
  • AdvisorShares Newfleet Multi-Sector Income ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1387 holding.
  • Placemark Investments first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q3 2014 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.