Advocacy Wealth Management Services’s Avangrid, Inc. AGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,350	Closed	-$56K	–	389
2016 Q3	$56K	Sell	1,350 -300	-18%	-$13.1K	0.02%	109
2016 Q2	$76K	Sell	1,650 -150	-8%	-$6.18K	0.04%	116
2016 Q1	$72K	Hold	1,800	–	–	0.05%	153
2015 Q4	$69K	Buy	+1,800	New	+$65.4K	0.08%	141

Other funds holding AGR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Advocacy Wealth Management Services's AGR Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Avangrid, Inc. (AGR) in Q4 2016, closing a stake of 1,350 shares — an estimated $56K sold.

Advocacy Wealth Management Services first reported a position in AGR in Q4 2015 and held it in 4 quarters. The position peaked at $76K in Q2 2016. 213 funds tracked by Wall St. Rank hold AGR as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Avangrid, Inc. position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,350 Avangrid, Inc. shares in Q4 2016, an estimated $56K.
Advocacy Wealth Management Services first reported a position in Avangrid, Inc. in Q4 2015 and held it in 4 quarters.
Advocacy Wealth Management Services's Avangrid, Inc. position peaked at $76K in Q2 2016.
213 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.