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Advocacy Wealth Management Services’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Advocacy Wealth Management Services’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-705
Closed -$9K – 511
2015
Q4 		$9K Buy
+705
New +$8.88K 0.01% 361

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Invesco
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AAM
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ZIG
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YMRC
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UBS Group
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Kovitz Investment Group Partners
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Advocacy Wealth Management Services's BGT Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of BlackRock Floating Rate Income Trust (BGT) in Q1 2016, closing a stake of 705 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in BGT in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 55 funds tracked by Wall St. Rank hold BGT as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining BlackRock Floating Rate Income Trust position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 705 BlackRock Floating Rate Income Trust shares in Q1 2016, an estimated $9K.
  • Advocacy Wealth Management Services first reported a position in BlackRock Floating Rate Income Trust in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's BlackRock Floating Rate Income Trust position peaked at $9K in Q4 2015.
  • 55 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q1 2016.

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