Advocacy Wealth Management Services’s Acacia Research ACTG Stock Holding History

Advocacy Wealth Management Services’s Portfolio ACTG Stock Details ACTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,136	Closed	-$7K	–	276
2017 Q1	$7K	Buy	+1,136	New	+$6.63K	﹤0.01%	237
2016 Q4	–	Sell	-1,136	Closed	-$7K	–	308
2016 Q3	$7K	Hold	1,136	–	–	﹤0.01%	288
2016 Q2	$5K	Hold	1,136	–	–	﹤0.01%	344
2016 Q1	$4K	Hold	1,136	–	–	﹤0.01%	425
2015 Q4	$5K	Buy	+1,136	New	+$7.53K	0.01%	413

Other funds holding ACTG

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Advocacy Wealth Management Services's ACTG Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of Acacia Research (ACTG) in Q2 2017, closing a stake of 1,136 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in ACTG in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 97 funds tracked by Wall St. Rank hold ACTG as of Q2 2017.

Advocacy Wealth Management Services reported no remaining Acacia Research position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,136 Acacia Research shares in Q2 2017, an estimated $7K.
Advocacy Wealth Management Services first reported a position in Acacia Research in Q4 2015 and held it in 5 quarters.
Advocacy Wealth Management Services's Acacia Research position peaked at $7K in Q1 2017.
97 funds tracked by Wall St. Rank held Acacia Research as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.