AWMS
HTS

Advocacy Wealth Management Services’s HATTERAS FINANCIAL CORP HTS Stock Holding History

Advocacy Wealth Management Services’s Portfolio HTS Stock Details HTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,000
Closed -$26K – 582
2015
Q4 		$26K Buy
+2,000
New +$28.8K 0.03% 241
2013
Q3 		$218K Buy
11,630
+1,050
+10% +$21.1K 0.6% 36
2013
Q2 		$261K Buy
+10,580
New +$280K 1.04% 26

Other funds holding HTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advocacy Wealth Management Services's HTS Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of HATTERAS FINANCIAL CORP (HTS) in Q1 2016, closing a stake of 2,000 shares — an estimated $26K sold.

Advocacy Wealth Management Services first reported a position in HTS in Q2 2013 and held it in 3 quarters. The position peaked at $261K in Q2 2013. 178 funds tracked by Wall St. Rank hold HTS as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining HATTERAS FINANCIAL CORP position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2,000 HATTERAS FINANCIAL CORP shares in Q1 2016, an estimated $26K.
  • Advocacy Wealth Management Services first reported a position in HATTERAS FINANCIAL CORP in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's HATTERAS FINANCIAL CORP position peaked at $261K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held HATTERAS FINANCIAL CORP as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.