WA
MINC

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

WFG 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
2017
Q2 		$135K Buy
2,765
+800
+41% +$39K 0.03% 459
2017
Q1 		$96K Sell
1,965
-1,188
-38% -$57.7K 0.03% 491
2016
Q4 		$153K Sell
3,153
-780
-20% -$38K 0.04% 437
2016
Q3 		$192K Buy
3,933
+420
+12% +$20.6K 0.05% 381
2016
Q2 		$171K Buy
3,513
+219
+7% +$10.7K 0.05% 377
2016
Q1 		$159K Buy
3,294
+1,591
+93% +$77.1K 0.05% 360
2015
Q4 		$82K Buy
+1,703
New +$83.1K 0.02% 521

Other funds holding MINC

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
CC
Cognios Capital Leawood, Kansas $200M AUM 1.14% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

WFG Advisors's MINC Position: Q2 2017 in Review

WFG Advisors increased its AdvisorShares Newfleet Multi-Sector Income ETF (MINC) stake by 41% in Q2 2017, buying an estimated $39K and bringing the position to 2,765 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #459.

WFG Advisors first reported a position in MINC in Q4 2015 and has held it in 7 quarters since. The position peaked at $192K in Q3 2016. 29 funds tracked by Wall St. Rank hold MINC as of Q2 2017.

  • WFG Advisors held 2,765 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $135K as of Q2 2017.
  • WFG Advisors bought 800 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q2 2017, an estimated $39K.
  • AdvisorShares Newfleet Multi-Sector Income ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #459 holding.
  • WFG Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $192K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.