Advocacy Wealth Management Services’s CSI Compressco LP CCLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,000	Closed	-$3K	–	149
2019 Q4	$3K	Hold	1,000	–	–	﹤0.01%	134
2019 Q3	$3K	Hold	1,000	–	–	﹤0.01%	142
2019 Q2	$4K	Hold	1,000	–	–	﹤0.01%	155
2019 Q1	$3K	Hold	1,000	–	–	﹤0.01%	119
2018 Q4	$2K	Hold	1,000	–	–	﹤0.01%	157
2018 Q3	$5K	Hold	1,000	–	–	﹤0.01%	157
2018 Q2	$6K	Hold	1,000	–	–	﹤0.01%	153
2018 Q1	$7K	Hold	1,000	–	–	﹤0.01%	169
2017 Q4	$5K	Hold	1,000	–	–	﹤0.01%	190
2017 Q3	$5K	Hold	1,000	–	–	﹤0.01%	241
2017 Q2	$5K	Hold	1,000	–	–	﹤0.01%	239
2017 Q1	$10K	Buy	+1,000	New	+$10.7K	﹤0.01%	209
2016 Q2	–	Sell	-3,300	Closed	-$19K	–	472
2016 Q1	$19K	Sell	3,300 -5,600	-63%	-$34.1K	0.01%	301
2015 Q4	$106K	Buy	+8,900	New	+$118K	0.12%	118
2013 Q3	$21K	Hold	1,000	–	–	0.06%	179
2013 Q2	$19K	Buy	+1,000	New	+$20.9K	0.08%	149

Other funds holding CCLP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

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

RJA

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Advocacy Wealth Management Services's CCLP Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of CSI Compressco LP (CCLP) in Q1 2020, closing a stake of 1,000 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in CCLP in Q2 2013 and held it in 16 quarters. The position peaked at $106K in Q4 2015. 24 funds tracked by Wall St. Rank hold CCLP as of Q1 2020.

Advocacy Wealth Management Services reported no remaining CSI Compressco LP position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,000 CSI Compressco LP shares in Q1 2020, an estimated $3K.
Advocacy Wealth Management Services first reported a position in CSI Compressco LP in Q2 2013 and held it in 16 quarters.
Advocacy Wealth Management Services's CSI Compressco LP position peaked at $106K in Q4 2015.
24 funds tracked by Wall St. Rank held CSI Compressco LP as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.