Advocacy Wealth Management Services’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-300	Closed	-$6K	–	279
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	245
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	229
2016 Q3	$6K	Hold	300	–	–	﹤0.01%	304
2016 Q2	$6K	Sell	300 -400	-57%	-$5.95K	﹤0.01%	330
2016 Q1	$10K	Hold	700	–	–	0.01%	349
2015 Q4	$20K	Buy	+700	New	+$24.6K	0.02%	265
2013 Q3	$17K	Hold	200	–	–	0.05%	194
2013 Q2	$19K	Buy	+200	New	+$17.2K	0.08%	147

Other funds holding BPT

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advocacy Wealth Management Services's BPT Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2017, closing a stake of 300 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in BPT in Q2 2013 and held it in 8 quarters. The position peaked at $20K in Q4 2015. 62 funds tracked by Wall St. Rank hold BPT as of Q2 2017.

Advocacy Wealth Management Services reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 BP Prudhoe Bay Royalty Trust shares in Q2 2017, an estimated $6K.
Advocacy Wealth Management Services first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2013 and held it in 8 quarters.
Advocacy Wealth Management Services's BP Prudhoe Bay Royalty Trust position peaked at $20K in Q4 2015.
62 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.