AWMS
CA

Advocacy Wealth Management Services’s CA, Inc. CA Stock Holding History

Advocacy Wealth Management Services’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-600
Closed -$20K – 407
2016
Q3 		$20K Buy
+600
New +$20.2K 0.01% 212

Other funds holding CA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of CA, Inc. (CA) in Q4 2016, closing a stake of 600 shares — an estimated $20K sold.

Advocacy Wealth Management Services first reported a position in CA in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 537 funds tracked by Wall St. Rank hold CA as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining CA, Inc. position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 600 CA, Inc. shares in Q4 2016, an estimated $20K.
  • Advocacy Wealth Management Services first reported a position in CA, Inc. in Q3 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's CA, Inc. position peaked at $20K in Q3 2016.
  • 537 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2016.

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