AWMS
BBEP

Advocacy Wealth Management Services’s BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP BBEP Stock Holding History

Advocacy Wealth Management Services’s Portfolio BBEP Stock Details BBEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,295
Closed -$1K – 500
2016
Q1 		$1K Sell
2,295
-8,635
-79% -$5.8K ﹤0.01% 491
2015
Q4 		$8K Buy
+10,930
New +$19.8K 0.01% 384
2013
Q3 		$4K Hold
220
– – 0.01% 259
2013
Q2 		$4K Buy
+220
New +$4.22K 0.02% 221

Other funds holding BBEP

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 16.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Advocacy Wealth Management Services's BBEP Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP (BBEP) in Q2 2016, closing a stake of 2,295 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in BBEP in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q4 2015. 23 funds tracked by Wall St. Rank hold BBEP as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2,295 BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP shares in Q2 2016, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP in Q2 2013 and held it in 4 quarters.
  • Advocacy Wealth Management Services's BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP position peaked at $8K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.