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Advocacy Wealth Management Services’s iShares US Home Construction ETF ITB Stock Holding History

Advocacy Wealth Management Services’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-275
Closed -$8K – 379
2016
Q2 		$8K Sell
275
-17
-6% -$461 ﹤0.01% 308
2016
Q1 		$8K Buy
292
+138
+90% +$3.39K 0.01% 373
2015
Q4 		$4K Buy
+154
New +$4.24K ﹤0.01% 442

Other funds holding ITB

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of iShares US Home Construction ETF (ITB) in Q3 2016, closing a stake of 275 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in ITB in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 130 funds tracked by Wall St. Rank hold ITB as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining iShares US Home Construction ETF position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 275 iShares US Home Construction ETF shares in Q3 2016, an estimated $8K.
  • Advocacy Wealth Management Services first reported a position in iShares US Home Construction ETF in Q4 2015 and held it in 3 quarters.
  • Advocacy Wealth Management Services's iShares US Home Construction ETF position peaked at $8K in Q2 2016.
  • 130 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2016.

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