Advocacy Wealth Management Services’s Capital Clean Energy Carriers CCEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-57	Closed	-$1K	–	305
2017 Q1	$1K	Sell	57 -286	-83%	-$6.79K	﹤0.01%	302
2016 Q4	$8K	Hold	343	–	–	﹤0.01%	225
2016 Q3	$8K	Sell	343 -28	-8%	-$674	﹤0.01%	286
2016 Q2	$8K	Sell	371 -1,158	-76%	-$24.3K	﹤0.01%	314
2016 Q1	$34K	Sell	1,529 -850	-36%	-$21.5K	0.02%	220
2015 Q4	$92K	Buy	+2,379	New	+$106K	0.1%	127
2013 Q3	$84K	Sell	1,336 -1,000	-43%	-$64.6K	0.23%	77
2013 Q2	$152K	Buy	+2,336	New	+$144K	0.61%	50

Other funds holding CCEC

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

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Capital Clean Energy Carriers (CCEC) in Q2 2017, closing a stake of 57 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in CCEC in Q2 2013 and held it in 8 quarters. The position peaked at $152K in Q2 2013. 76 funds tracked by Wall St. Rank hold CCEC as of Q2 2017.

Advocacy Wealth Management Services reported no remaining Capital Clean Energy Carriers position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 57 Capital Clean Energy Carriers shares in Q2 2017, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Capital Clean Energy Carriers in Q2 2013 and held it in 8 quarters.
Advocacy Wealth Management Services's Capital Clean Energy Carriers position peaked at $152K in Q2 2013.
76 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q2 2017.

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