AWMS
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Advocacy Wealth Management Services’s Dominion Energy D Stock Holding History

Advocacy Wealth Management Services’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-292
Closed -$20K – 519
2015
Q4 		$20K Buy
+292
New +$20.2K 0.02% 267
2013
Q3 		$31K Hold
500
– – 0.08% 143
2013
Q2 		$28K Buy
+500
New +$29.3K 0.11% 116

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Bank of America
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BIT
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BFA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's D Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Dominion Energy (D) in Q1 2016, closing a stake of 292 shares — an estimated $20K sold.

Advocacy Wealth Management Services first reported a position in D in Q2 2013 and held it in 3 quarters. The position peaked at $31K in Q3 2013. 965 funds tracked by Wall St. Rank hold D as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Dominion Energy position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 292 Dominion Energy shares in Q1 2016, an estimated $20K.
  • Advocacy Wealth Management Services first reported a position in Dominion Energy in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Dominion Energy position peaked at $31K in Q3 2013.
  • 965 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.