Advocacy Wealth Management Services’s HF Sinclair DINO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-227	Closed	-$11K	–	178
2018 Q1	$11K	Sell	227 -179	-44%	-$8.51K	0.01%	127
2017 Q4	$21K	Hold	406	–	–	0.01%	105
2017 Q3	$15K	Hold	406	–	–	0.01%	154
2017 Q2	$11K	Hold	406	–	–	﹤0.01%	179
2017 Q1	$12K	Hold	406	–	–	﹤0.01%	184
2016 Q4	$13K	Buy	+406	New	+$11.3K	﹤0.01%	173

Other funds holding DINO

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

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advocacy Wealth Management Services's DINO Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of HF Sinclair (DINO) in Q2 2018, closing a stake of 227 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in DINO in Q4 2016 and held it in 6 quarters. The position peaked at $21K in Q4 2017. 561 funds tracked by Wall St. Rank hold DINO as of Q2 2018.

Advocacy Wealth Management Services reported no remaining HF Sinclair position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 227 HF Sinclair shares in Q2 2018, an estimated $11K.
Advocacy Wealth Management Services first reported a position in HF Sinclair in Q4 2016 and held it in 6 quarters.
Advocacy Wealth Management Services's HF Sinclair position peaked at $21K in Q4 2017.
561 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.