RIA
MINC

Regal Investment Advisors’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-79
Closed -$3K – 1079
2015
Q3 		$3K Hold
79
– – ﹤0.01% 915
2015
Q2 		$3K Sell
79
-1,201
-94% -$59.2K ﹤0.01% 826
2015
Q1 		$63K Sell
1,280
-658
-34% -$32.4K 0.02% 399
2014
Q4 		$95K Buy
1,938
+273
+16% +$13.5K 0.03% 318
2014
Q3 		$82K Sell
1,665
-210
-11% -$10.5K 0.02% 334
2014
Q2 		$94K Buy
1,875
+354
+23% +$17.7K 0.03% 293
2014
Q1 		$76K Sell
1,521
-61
-4% -$3.04K 0.03% 296
2013
Q4 		$78K Buy
+1,582
New +$78.4K 0.04% 238

Other funds holding MINC

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 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
CC
Cognios Capital Leawood, Kansas $200M AUM 1.14% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Regal Investment Advisors's MINC Position: Q4 2015 in Review

Regal Investment Advisors sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2015, closing a stake of 79 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in MINC in Q4 2013 and held it in 8 quarters. The position peaked at $95K in Q4 2014. 20 funds tracked by Wall St. Rank hold MINC as of Q4 2015.

  • Regal Investment Advisors reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 79 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $95K in Q4 2014.
  • 20 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.