Advocacy Wealth Management Services’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-152,348	Closed	-$15.3M	–	230
2017 Q4	$15.3M	Sell	152,348 -101,057	-40%	-$10.1M	10.51%	4
2017 Q3	$25.6M	Buy	253,405 +159,274	+169%	+$16.1M	10.23%	4
2017 Q2	$9.46M	Buy	94,131 +89,060	+1,756%	+$8.95M	3.39%	12
2017 Q1	$505K	Buy	5,071 +4,799	+1,764%	+$478K	0.18%	29
2016 Q4	$27K	Buy	+272	New	+$27K	0.01%	119

Other funds holding INC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advocacy Wealth Management Services's INC Position: Q1 2018 in Review

Advocacy Wealth Management Services sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 152,348 shares — an estimated $15.3M sold.

Advocacy Wealth Management Services first reported a position in INC in Q4 2016 and held it in 5 quarters. The position peaked at $25.6M in Q3 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

Advocacy Wealth Management Services reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 152,348 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $15.3M.
Advocacy Wealth Management Services first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q4 2016 and held it in 5 quarters.
Advocacy Wealth Management Services's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $25.6M in Q3 2017.
1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2018, filed 12 Apr 2018.