YMRC
MINC

Yorktown Management & Research Company’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Yorktown Management & Research Company’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 		– Sell
-25,000
Closed -$1.22M – 360
2017
Q1 		$1.22M Hold
25,000
– – 0.32% 70
2016
Q4 		$1.21M Sell
25,000
-42,000
-63% -$2.05M 0.31% 60
2016
Q3 		$3.28M Buy
67,000
+30,000
+81% +$1.47M 0.71% 44
2016
Q2 		$1.8M Buy
37,000
+3,000
+9% +$146K 0.41% 64
2016
Q1 		$1.65M Buy
34,000
+5,000
+17% +$242K 0.32% 93
2015
Q4 		$1.4M Buy
29,000
+2,000
+7% +$97.6K 0.25% 132
2015
Q3 		$1.32M Buy
27,000
+7,000
+35% +$343K 0.22% 156
2015
Q2 		$980K Hold
20,000
– – 0.17% 135
2015
Q1 		$988K Buy
20,000
+4,000
+25% +$197K 0.18% 117
2014
Q4 		$787K Buy
16,000
+8,000
+100% +$396K 0.16% 95
2014
Q3 		$396K Buy
8,000
+2,200
+38% +$110K 0.08% 124
2014
Q2 		$290K Hold
5,800
– – 0.05% 230
2014
Q1 		$289K Hold
5,800
– – 0.06% 213
2013
Q4 		$287K Buy
+5,800
New +$287K 0.06% 215

Other funds holding MINC

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 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 $79.5B AUM 27.1% 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

Yorktown Management & Research Company's MINC Position: Q2 2017 in Review

Yorktown Management & Research Company sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q2 2017, closing a stake of 25,000 shares — an estimated $1.22M sold.

Yorktown Management & Research Company first reported a position in MINC in Q4 2013 and held it in 14 quarters. The position peaked at $3.28M in Q3 2016. 29 funds tracked by Wall St. Rank hold MINC as of Q2 2017.

  • Yorktown Management & Research Company reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q2 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 25,000 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q2 2017, an estimated $1.22M.
  • Yorktown Management & Research Company first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2013 and held it in 14 quarters.
  • Yorktown Management & Research Company's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $3.28M in Q3 2016.
  • 29 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q2 2017.

Based on Yorktown Management & Research Company's 13F filing for Q2 2017, filed 11 Aug 2017.