AWMS
EOD

Advocacy Wealth Management Services’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Advocacy Wealth Management Services’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-3,165
Closed -$19K – 412
2016
Q1 		$19K Sell
3,165
-6,150
-66% -$34.7K 0.01% 297
2015
Q4 		$56K Buy
+9,315
New +$56.6K 0.06% 159

Other funds holding EOD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Advocacy Wealth Management Services's EOD Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q2 2016, closing a stake of 3,165 shares — an estimated $19K sold.

Advocacy Wealth Management Services first reported a position in EOD in Q4 2015 and held it in 2 quarters. The position peaked at $56K in Q4 2015. 56 funds tracked by Wall St. Rank hold EOD as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Allspring Global Dividend Opportunity Fund position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 3,165 Allspring Global Dividend Opportunity Fund shares in Q2 2016, an estimated $19K.
  • Advocacy Wealth Management Services first reported a position in Allspring Global Dividend Opportunity Fund in Q4 2015 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Allspring Global Dividend Opportunity Fund position peaked at $56K in Q4 2015.
  • 56 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.