Advocacy Wealth Management Services’s National Instruments Corp NATI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-157	Closed	-$7K	–	264
2017 Q3	$7K	Hold	157	–	–	﹤0.01%	222
2017 Q2	$6K	Hold	157	–	–	﹤0.01%	221
2017 Q1	$5K	Hold	157	–	–	﹤0.01%	263
2016 Q4	$5K	Hold	157	–	–	﹤0.01%	255
2016 Q3	$4K	Hold	157	–	–	﹤0.01%	337
2016 Q2	$4K	Sell	157 -130	-45%	-$3.62K	﹤0.01%	362
2016 Q1	$9K	Buy	+287	New	+$8.24K	0.01%	368

Other funds holding NATI

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of National Instruments Corp (NATI) in Q4 2017, closing a stake of 157 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in NATI in Q1 2016 and held it in 7 quarters. The position peaked at $9K in Q1 2016. 283 funds tracked by Wall St. Rank hold NATI as of Q4 2017.

Advocacy Wealth Management Services reported no remaining National Instruments Corp position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 157 National Instruments Corp shares in Q4 2017, an estimated $7K.
Advocacy Wealth Management Services first reported a position in National Instruments Corp in Q1 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's National Instruments Corp position peaked at $9K in Q1 2016.
283 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2017.

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