Advocacy Wealth Management Services’s Ares Management ARES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-150	Closed	-$2K	–	368
2016 Q2	$2K	Sell	150 -3,750	-96%	-$53.4K	﹤0.01%	372
2016 Q1	$60K	Sell	3,900 -950	-20%	-$11.7K	0.04%	169
2015 Q4	$63K	Buy	+4,850	New	+$72.9K	0.07%	151

Other funds holding ARES

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advocacy Wealth Management Services's ARES Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Ares Management (ARES) in Q3 2016, closing a stake of 150 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in ARES in Q4 2015 and held it in 3 quarters. The position peaked at $63K in Q4 2015. 32 funds tracked by Wall St. Rank hold ARES as of Q3 2016.

Advocacy Wealth Management Services reported no remaining Ares Management position as of Q3 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 150 Ares Management shares in Q3 2016, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Ares Management in Q4 2015 and held it in 3 quarters.
Advocacy Wealth Management Services's Ares Management position peaked at $63K in Q4 2015.
32 funds tracked by Wall St. Rank held Ares Management as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.