Advocacy Wealth Management Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-8,542	Closed	-$682K	–	268
2017 Q2	$682K	Buy	+8,542	New	+$682K	0.24%	25
2016 Q4	–	Sell	-3,000	Closed	-$242K	–	316
2016 Q3	$242K	Hold	3,000	–	–	0.09%	48
2016 Q2	$243K	Hold	3,000	–	–	0.12%	61
2016 Q1	$242K	Buy	+3,000	New	+$240K	0.17%	70
2013 Q3	$503K	Buy	6,255 +1,400	+29%	+$112K	1.38%	15
2013 Q2	$389K	Buy	+4,855	New	+$392K	1.55%	14

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2017, closing a stake of 8,542 shares — an estimated $682K sold.

Advocacy Wealth Management Services first reported a position in BSV in Q2 2013 and held it in 6 quarters. The position peaked at $682K in Q2 2017. 576 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

Advocacy Wealth Management Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 8,542 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $682K.
Advocacy Wealth Management Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 6 quarters.
Advocacy Wealth Management Services's Vanguard Short-Term Bond ETF position peaked at $682K in Q2 2017.
576 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

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