Advocacy Wealth Management Services’s BlackRock Debt Strategies Fund DSU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-333	Closed	-$3K	–	150
2022 Q1	$3K	Buy	+333	New	+$3.61K	﹤0.01%	132
2019 Q1	–	Sell	-333	Closed	-$3K	–	144
2018 Q4	$3K	Hold	333	–	–	﹤0.01%	147
2018 Q3	$4K	Hold	333	–	–	﹤0.01%	160
2018 Q2	$4K	Sell	333 -1,333	-80%	-$15.2K	﹤0.01%	159
2018 Q1	$19K	Buy	1,666 +1,000	+150%	+$11.6K	0.01%	92
2017 Q4	$8K	Sell	666 -333	-33%	-$3.89K	0.01%	172
2017 Q3	$12K	Sell	999 -583	-37%	-$6.76K	﹤0.01%	173
2017 Q2	$18K	Sell	1,582 -250	-14%	-$2.91K	0.01%	139
2017 Q1	$21K	Hold	1,832	–	–	0.01%	148
2016 Q4	$21K	Sell	1,832 -1,335	-42%	-$14.6K	0.01%	140
2016 Q3	$35K	Sell	3,167 -2,843	-47%	-$31.1K	0.01%	144
2016 Q2	$55K	Sell	6,010 -58,323	-91%	-$616K	0.03%	137
2016 Q1	$670K	Sell	64,333 -103,648	-62%	-$1.03M	0.46%	34
2015 Q4	$1.7M	Buy	+167,981	New	+$1.7M	1.92%	11

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Advocacy Wealth Management Services's DSU Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2022, closing a stake of 333 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in DSU in Q4 2015 and held it in 14 quarters. The position peaked at $1.7M in Q4 2015. 96 funds tracked by Wall St. Rank hold DSU as of Q2 2022.

Advocacy Wealth Management Services reported no remaining BlackRock Debt Strategies Fund position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 333 BlackRock Debt Strategies Fund shares in Q2 2022, an estimated $3K.
Advocacy Wealth Management Services first reported a position in BlackRock Debt Strategies Fund in Q4 2015 and held it in 14 quarters.
Advocacy Wealth Management Services's BlackRock Debt Strategies Fund position peaked at $1.7M in Q4 2015.
96 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.