Advocacy Wealth Management Services’s Healthcare Realty HR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-125	Closed	-$4K	–	422
2016 Q1	$4K	Hold	125	–	–	﹤0.01%	428
2015 Q4	$3K	Buy	+125	New	+$3.23K	﹤0.01%	463

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Healthcare Realty (HR) in Q2 2016, closing a stake of 125 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in HR in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 255 funds tracked by Wall St. Rank hold HR as of Q2 2016.

Advocacy Wealth Management Services reported no remaining Healthcare Realty position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 125 Healthcare Realty shares in Q2 2016, an estimated $4K.
Advocacy Wealth Management Services first reported a position in Healthcare Realty in Q4 2015 and held it in 2 quarters.
Advocacy Wealth Management Services's Healthcare Realty position peaked at $4K in Q1 2016.
255 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2016.

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