SS
MINC

Simplicity Solutions’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-31,280
Closed -$1.54M – 1040
2020
Q4 		$1.54M Buy
31,280
+6,448
+26% +$315K 0.02% 446
2020
Q3 		$1.21M Buy
24,832
+560
+2% +$27.2K 0.02% 442
2020
Q2 		$1.17M Sell
24,272
-3,650
-13% -$173K 0.02% 428
2020
Q1 		$1.26M Sell
27,922
-2,437
-8% -$117K 0.04% 302
2019
Q4 		$1.47M Buy
30,359
+2,769
+10% +$134K 0.04% 295
2019
Q3 		$1.34M Buy
27,590
+313
+1% +$15.2K 0.05% 237
2019
Q2 		$1.32M Sell
27,277
-72,186
-73% -$3.48M 0.06% 203
2019
Q1 		$4.78M Sell
99,463
-14,531
-13% -$693K 0.29% 77
2018
Q4 		$5.39M Buy
113,994
+67,265
+144% +$3.2M 0.7% 29
2018
Q3 		$2.23M Buy
46,729
+14,953
+47% +$716K 0.13% 100
2018
Q2 		$1.52M Sell
31,776
-12,777
-29% -$613K 0.11% 109
2018
Q1 		$2.14M Sell
44,553
-9,123
-17% -$440K 0.18% 71
2017
Q4 		$2.6M Buy
+53,676
New +$2.61M 0.25% 65
2017
Q3 		– Sell
-15,259
Closed -$744K – 418
2017
Q2 		$744K Buy
15,259
+710
+5% +$34.6K 0.09% 198
2017
Q1 		$708K Buy
+14,549
New +$707K 0.11% 190

Other funds holding MINC

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Simplicity Solutions's MINC Position: Q1 2021 in Review

Simplicity Solutions sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q1 2021, closing a stake of 31,280 shares — an estimated $1.54M sold.

Simplicity Solutions first reported a position in MINC in Q1 2017 and held it in 15 quarters. The position peaked at $5.39M in Q4 2018. 32 funds tracked by Wall St. Rank hold MINC as of Q1 2021.

  • Simplicity Solutions reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 31,280 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q1 2021, an estimated $1.54M.
  • Simplicity Solutions first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q1 2017 and held it in 15 quarters.
  • Simplicity Solutions's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $5.39M in Q4 2018.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.