Advocacy Wealth Management Services’s Quest Diagnostics DGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-100	Closed	-$8K	–	143
2018 Q4	$8K	Hold	100	–	–	0.01%	125
2018 Q3	$11K	Hold	100	–	–	0.01%	122
2018 Q2	$11K	Hold	100	–	–	0.01%	124
2018 Q1	$10K	Hold	100	–	–	0.01%	137
2017 Q4	$10K	Hold	100	–	–	0.01%	155
2017 Q3	$9K	Hold	100	–	–	﹤0.01%	203
2017 Q2	$11K	Hold	100	–	–	﹤0.01%	178
2017 Q1	$10K	Hold	100	–	–	﹤0.01%	204
2016 Q4	$9K	Hold	100	–	–	﹤0.01%	208
2016 Q3	$8K	Sell	100 -300	-75%	-$25.2K	﹤0.01%	282
2016 Q2	$33K	Buy	400 +300	+300%	+$22.8K	0.02%	183
2016 Q1	$7K	Hold	100	–	–	﹤0.01%	385
2015 Q4	$7K	Buy	+100	New	+$6.72K	0.01%	390
2013 Q3	–	Sell	-76	Closed	-$5K	–	290
2013 Q2	$5K	Buy	+76	New	+$4.53K	0.02%	206

Other funds holding DGX

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Advocacy Wealth Management Services's DGX Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of Quest Diagnostics (DGX) in Q1 2019, closing a stake of 100 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in DGX in Q2 2013 and held it in 14 quarters. The position peaked at $33K in Q2 2016. 656 funds tracked by Wall St. Rank hold DGX as of Q1 2019.

Advocacy Wealth Management Services reported no remaining Quest Diagnostics position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 100 Quest Diagnostics shares in Q1 2019, an estimated $8K.
Advocacy Wealth Management Services first reported a position in Quest Diagnostics in Q2 2013 and held it in 14 quarters.
Advocacy Wealth Management Services's Quest Diagnostics position peaked at $33K in Q2 2016.
656 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.