Advocacy Wealth Management Services’s Global Partners GLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-10,552	Closed	-$145K	–	376
2016 Q2	$145K	Sell	10,552 -6,644	-39%	-$88.4K	0.07%	79
2016 Q1	$232K	Sell	17,196 -8,090	-32%	-$121K	0.16%	76
2015 Q4	$457K	Buy	+25,286	New	+$661K	0.52%	53
2013 Q3	$88K	Buy	2,529 +75	+3%	+$2.69K	0.24%	74
2013 Q2	$98K	Buy	+2,454	New	+$88.3K	0.39%	61

Other funds holding GLP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Advocacy Wealth Management Services's GLP Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Global Partners (GLP) in Q3 2016, closing a stake of 10,552 shares — an estimated $145K sold.

Advocacy Wealth Management Services first reported a position in GLP in Q2 2013 and held it in 5 quarters. The position peaked at $457K in Q4 2015. 70 funds tracked by Wall St. Rank hold GLP as of Q3 2016.

Advocacy Wealth Management Services reported no remaining Global Partners position as of Q3 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 10,552 Global Partners shares in Q3 2016, an estimated $145K.
Advocacy Wealth Management Services first reported a position in Global Partners in Q2 2013 and held it in 5 quarters.
Advocacy Wealth Management Services's Global Partners position peaked at $457K in Q4 2015.
70 funds tracked by Wall St. Rank held Global Partners as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.