Advocacy Wealth Management Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,000	Closed	-$438K	–	314
2016 Q3	$438K	Hold	5,000	–	–	0.17%	36
2016 Q2	$440K	Hold	5,000	–	–	0.22%	38
2016 Q1	$431K	Buy	+5,000	New	+$424K	0.3%	55
2013 Q3	$575K	Buy	6,885 +2,975	+76%	+$247K	1.57%	12
2013 Q2	$326K	Buy	+3,910	New	+$340K	1.3%	21

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Advocacy Wealth Management Services's BIV Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 5,000 shares — an estimated $438K sold.

Advocacy Wealth Management Services first reported a position in BIV in Q2 2013 and held it in 5 quarters. The position peaked at $575K in Q3 2013. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 5,000 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $438K.
Advocacy Wealth Management Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 5 quarters.
Advocacy Wealth Management Services's Vanguard Intermediate-Term Bond ETF position peaked at $575K in Q3 2013.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.