AWMS
ARP

Advocacy Wealth Management Services’s ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS ARP Stock Holding History

Advocacy Wealth Management Services’s Portfolio ARP Stock Details ARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,650
Closed -$2K – 596
2015
Q4 		$2K Buy
+1,650
New +$3.38K ﹤0.01% 490
2013
Q3 		$3K Buy
+150
New +$3.18K 0.01% 272

Other funds holding ARP

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ACM
Akanthos Capital Management Woodland Hills, California $122M AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS (ARP) in Q1 2016, closing a stake of 1,650 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in ARP in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 57 funds tracked by Wall St. Rank hold ARP as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1,650 ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS shares in Q1 2016, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS in Q3 2013 and held it in 2 quarters.
  • Advocacy Wealth Management Services's ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS position peaked at $3K in Q3 2013.
  • 57 funds tracked by Wall St. Rank held ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS as of Q1 2016.

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