Advocacy Wealth Management Services’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-159	Closed	-$9K	–	169
2018 Q3	$9K	Hold	159	–	–	0.01%	135
2018 Q2	$9K	Hold	159	–	–	0.01%	135
2018 Q1	$9K	Hold	159	–	–	0.01%	149
2017 Q4	$9K	Hold	159	–	–	0.01%	166
2017 Q3	$8K	Hold	159	–	–	﹤0.01%	210
2017 Q2	$8K	Hold	159	–	–	﹤0.01%	205
2017 Q1	$7K	Sell	159 -10	-6%	-$468	﹤0.01%	239
2016 Q4	$8K	Hold	169	–	–	﹤0.01%	220
2016 Q3	$7K	Hold	169	–	–	﹤0.01%	291
2016 Q2	$6K	Sell	169 -10	-6%	-$391	﹤0.01%	336
2016 Q1	$7K	Buy	+179	New	+$6.64K	﹤0.01%	388

Other funds holding KCE

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Advocacy Wealth Management Services's KCE Position: Q4 2018 in Review

Advocacy Wealth Management Services sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2018, closing a stake of 159 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in KCE in Q1 2016 and held it in 11 quarters. The position peaked at $9K in Q3 2018. 35 funds tracked by Wall St. Rank hold KCE as of Q4 2018.

Advocacy Wealth Management Services reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 159 State Street SPDR S&P Capital Markets ETF shares in Q4 2018, an estimated $9K.
Advocacy Wealth Management Services first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2016 and held it in 11 quarters.
Advocacy Wealth Management Services's State Street SPDR S&P Capital Markets ETF position peaked at $9K in Q3 2018.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2018, filed 7 Jan 2019.