Advocacy Wealth Management Services’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-100	Closed	-$10K	–	231
2017 Q3	$10K	Hold	100	–	–	﹤0.01%	191
2017 Q2	$10K	Sell	100 -210	-68%	-$21.3K	﹤0.01%	188
2017 Q1	$31K	Sell	310 -372	-55%	-$37.4K	0.01%	112
2016 Q4	$68K	Sell	682 -191	-22%	-$18.9K	0.02%	60
2016 Q3	$87K	Sell	873 -268	-23%	-$26.3K	0.03%	79
2016 Q2	$110K	Sell	1,141 -2,069	-64%	-$197K	0.06%	95
2016 Q1	$298K	Sell	3,210 -2,217	-41%	-$200K	0.21%	65
2015 Q4	$498K	Buy	+5,427	New	+$513K	0.56%	49

Other funds holding HYS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's HYS Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2017, closing a stake of 100 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in HYS in Q4 2015 and held it in 8 quarters. The position peaked at $498K in Q4 2015. 218 funds tracked by Wall St. Rank hold HYS as of Q4 2017.

Advocacy Wealth Management Services reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 100 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2017, an estimated $10K.
Advocacy Wealth Management Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2015 and held it in 8 quarters.
Advocacy Wealth Management Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $498K in Q4 2015.
218 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.