Advocacy Wealth Management Services’s Mid-Con Energy Partners, LP MCEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-210	Closed	-$1K	–	153
2019 Q4	$1K	Hold	210	–	–	﹤0.01%	140
2019 Q3	$2K	Hold	210	–	–	﹤0.01%	145
2019 Q2	$2K	Hold	210	–	–	﹤0.01%	165
2019 Q1	$4K	Hold	210	–	–	﹤0.01%	116
2018 Q4	$3K	Hold	210	–	–	﹤0.01%	150
2018 Q3	$6K	Hold	210	–	–	﹤0.01%	153
2018 Q2	$7K	Hold	210	–	–	﹤0.01%	148
2018 Q1	$6K	Hold	210	–	–	﹤0.01%	176
2017 Q4	$5K	Hold	210	–	–	﹤0.01%	191
2017 Q3	$5K	Hold	210	–	–	﹤0.01%	242
2017 Q2	$6K	Hold	210	–	–	﹤0.01%	223
2017 Q1	$10K	Buy	+210	New	+$11.5K	﹤0.01%	210
2016 Q2	–	Sell	-35	Closed	-$1K	–	481
2016 Q1	$1K	Sell	35 -260	-88%	-$6.09K	﹤0.01%	487
2015 Q4	$11K	Buy	+295	New	+$12.8K	0.01%	337
2013 Q3	$21K	Hold	45	–	–	0.06%	180
2013 Q2	$20K	Buy	+45	New	+$21.2K	0.08%	146

Other funds holding MCEP

YEPV

Yorktown Energy Partners VI New York $6.21M AUM 74.4% 1-Year Est. Return

YEPV

Yorktown Energy Partners VII New York $23.4M AUM 17.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Disciplined Investments Tulsa, Oklahoma $310M AUM 22.84% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advocacy Wealth Management Services's MCEP Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Mid-Con Energy Partners, LP (MCEP) in Q1 2020, closing a stake of 210 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in MCEP in Q2 2013 and held it in 16 quarters. The position peaked at $21K in Q3 2013. 18 funds tracked by Wall St. Rank hold MCEP as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Mid-Con Energy Partners, LP position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 210 Mid-Con Energy Partners, LP shares in Q1 2020, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Mid-Con Energy Partners, LP in Q2 2013 and held it in 16 quarters.
Advocacy Wealth Management Services's Mid-Con Energy Partners, LP position peaked at $21K in Q3 2013.
18 funds tracked by Wall St. Rank held Mid-Con Energy Partners, LP as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.