AWMS
NFLT icon

Advocacy Wealth Management Services’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Advocacy Wealth Management Services’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-866
Closed -$22K – 358
2016
Q3 		$22K Sell
866
-463
-35% -$12K 0.01% 201
2016
Q2 		$34K Buy
+1,329
New +$33.5K 0.02% 182

Other funds holding NFLT

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advocacy Wealth Management Services's NFLT Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q4 2016, closing a stake of 866 shares — an estimated $22K sold.

Advocacy Wealth Management Services first reported a position in NFLT in Q2 2016 and held it in 2 quarters. The position peaked at $34K in Q2 2016. 15 funds tracked by Wall St. Rank hold NFLT as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 866 Virtus Newfleet Multi-Sector Bond ETF shares in Q4 2016, an estimated $22K.
  • Advocacy Wealth Management Services first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2016 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Virtus Newfleet Multi-Sector Bond ETF position peaked at $34K in Q2 2016.
  • 15 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.