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Advocacy Wealth Management Services’s Boeing BA Stock Holding History

Advocacy Wealth Management Services’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-83
Closed -$16K – 266
2017
Q2 		$16K Sell
83
-40
-33% -$7.45K 0.01% 152
2017
Q1 		$22K Sell
123
-36
-23% -$6.13K 0.01% 141
2016
Q4 		$25K Sell
159
-14
-8% -$2.04K 0.01% 123
2016
Q3 		$23K Hold
173
– – 0.01% 188
2016
Q2 		$22K Sell
173
-16
-8% -$2.09K 0.01% 224
2016
Q1 		$24K Sell
189
-35
-16% -$4.34K 0.02% 267
2015
Q4 		$32K Buy
+224
New +$32.3K 0.04% 211

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advocacy Wealth Management Services's BA Position: Q3 2017 in Review

Advocacy Wealth Management Services sold out of Boeing (BA) in Q3 2017, closing a stake of 83 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in BA in Q4 2015 and held it in 7 quarters. The position peaked at $32K in Q4 2015. 1,657 funds tracked by Wall St. Rank hold BA as of Q3 2017.

  • Advocacy Wealth Management Services reported no remaining Boeing position as of Q3 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 83 Boeing shares in Q3 2017, an estimated $16K.
  • Advocacy Wealth Management Services first reported a position in Boeing in Q4 2015 and held it in 7 quarters.
  • Advocacy Wealth Management Services's Boeing position peaked at $32K in Q4 2015.
  • 1,657 funds tracked by Wall St. Rank held Boeing as of Q3 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2017, filed 13 Oct 2017.