Advocacy Wealth Management Services’s Cheniere Energy CQP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-700	Closed	-$28K	–	119
2019 Q4	$28K	Hold	700	–	–	0.01%	77
2019 Q3	$32K	Hold	700	–	–	0.02%	62
2019 Q2	$30K	Hold	700	–	–	0.02%	63
2019 Q1	$29K	Hold	700	–	–	0.03%	57
2018 Q4	$25K	Hold	700	–	–	0.02%	70
2018 Q3	$28K	Buy	+700	New	+$26.4K	0.02%	69
2018 Q2	–	Sell	-700	Closed	-$20K	–	177
2018 Q1	$20K	Hold	700	–	–	0.01%	87
2017 Q4	$21K	Hold	700	–	–	0.01%	104
2017 Q3	$20K	Hold	700	–	–	0.01%	132
2017 Q2	$23K	Hold	700	–	–	0.01%	121
2017 Q1	$23K	Buy	+700	New	+$21.6K	0.01%	136
2016 Q1	–	Sell	-790	Closed	-$20K	–	518
2015 Q4	$20K	Buy	+790	New	+$20.7K	0.02%	266
2013 Q3	$198K	Sell	7,502 -496	-6%	-$14K	0.54%	39
2013 Q2	$239K	Buy	+7,998	New	+$222K	0.95%	28

Other funds holding CQP

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Cheniere Energy (CQP) in Q1 2020, closing a stake of 700 shares — an estimated $28K sold.

Advocacy Wealth Management Services first reported a position in CQP in Q2 2013 and held it in 14 quarters. The position peaked at $239K in Q2 2013. 136 funds tracked by Wall St. Rank hold CQP as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Cheniere Energy position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 700 Cheniere Energy shares in Q1 2020, an estimated $28K.
Advocacy Wealth Management Services first reported a position in Cheniere Energy in Q2 2013 and held it in 14 quarters.
Advocacy Wealth Management Services's Cheniere Energy position peaked at $239K in Q2 2013.
136 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2020.

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