AWMS
AAIC

Advocacy Wealth Management Services’s Arlington Asset Investment Corp. AAIC Stock Holding History

Advocacy Wealth Management Services’s Portfolio AAIC Stock Details AAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-406
Closed -$5K – 572
2015
Q4 		$5K Buy
+406
New +$5.7K 0.01% 426
2013
Q3 		$10K Hold
406
– – 0.03% 222
2013
Q2 		$11K Buy
+406
New +$11K 0.04% 180

Other funds holding AAIC

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's AAIC Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Arlington Asset Investment Corp. (AAIC) in Q1 2016, closing a stake of 406 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in AAIC in Q2 2013 and held it in 3 quarters. The position peaked at $11K in Q2 2013. 96 funds tracked by Wall St. Rank hold AAIC as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Arlington Asset Investment Corp. position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 406 Arlington Asset Investment Corp. shares in Q1 2016, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in Arlington Asset Investment Corp. in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Arlington Asset Investment Corp. position peaked at $11K in Q2 2013.
  • 96 funds tracked by Wall St. Rank held Arlington Asset Investment Corp. as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.