Advocacy Wealth Management Services’s Delta Air Lines DAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-659	Closed	-$26K	–	321
2016 Q3	$26K	Hold	659	–	–	0.01%	166
2016 Q2	$24K	Hold	659	–	–	0.01%	212
2016 Q1	$32K	Hold	659	–	–	0.02%	227
2015 Q4	$33K	Buy	+659	New	+$32.6K	0.04%	205

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advocacy Wealth Management Services's DAL Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Delta Air Lines (DAL) in Q4 2016, closing a stake of 659 shares — an estimated $26K sold.

Advocacy Wealth Management Services first reported a position in DAL in Q4 2015 and held it in 4 quarters. The position peaked at $33K in Q4 2015. 827 funds tracked by Wall St. Rank hold DAL as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Delta Air Lines position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 659 Delta Air Lines shares in Q4 2016, an estimated $26K.
Advocacy Wealth Management Services first reported a position in Delta Air Lines in Q4 2015 and held it in 4 quarters.
Advocacy Wealth Management Services's Delta Air Lines position peaked at $33K in Q4 2015.
827 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.