Advocacy Wealth Management Services’s CorEnergy Infrastructure Trust, Inc. CORR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-260	Closed	-$9K	–	310
2017 Q1	$9K	Hold	260	–	–	﹤0.01%	222
2016 Q4	$9K	Hold	260	–	–	﹤0.01%	215
2016 Q3	$8K	Hold	260	–	–	﹤0.01%	287
2016 Q2	$8K	Hold	260	–	–	﹤0.01%	315
2016 Q1	$5K	Hold	260	–	–	﹤0.01%	419
2015 Q4	$4K	Buy	+260	New	+$5.77K	﹤0.01%	451

Other funds holding CORR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of CorEnergy Infrastructure Trust, Inc. (CORR) in Q2 2017, closing a stake of 260 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in CORR in Q4 2015 and held it in 6 quarters. The position peaked at $9K in Q1 2017. 110 funds tracked by Wall St. Rank hold CORR as of Q2 2017.

Advocacy Wealth Management Services reported no remaining CorEnergy Infrastructure Trust, Inc. position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 260 CorEnergy Infrastructure Trust, Inc. shares in Q2 2017, an estimated $9K.
Advocacy Wealth Management Services first reported a position in CorEnergy Infrastructure Trust, Inc. in Q4 2015 and held it in 6 quarters.
Advocacy Wealth Management Services's CorEnergy Infrastructure Trust, Inc. position peaked at $9K in Q1 2017.
110 funds tracked by Wall St. Rank held CorEnergy Infrastructure Trust, Inc. as of Q2 2017.

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