AWMS
NTI

Advocacy Wealth Management Services’s NORTHERN TIER ENERGY LP CLASS A NTI Stock Holding History

Advocacy Wealth Management Services’s Portfolio NTI Stock Details NTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,750
Closed -$136K – 496
2016
Q1 		$136K Sell
5,750
-2,800
-33% -$67.5K 0.09% 112
2015
Q4 		$222K Buy
+8,550
New +$221K 0.25% 81
2013
Q3 		$96K Sell
4,850
-650
-12% -$14.4K 0.26% 68
2013
Q2 		$132K Buy
+5,500
New +$141K 0.53% 57

Other funds holding NTI

PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM
BIG
Bellwether Investment Group Chattanooga, Tennessee $24.9M AUM 31.7% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Advocacy Wealth Management Services's NTI Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of NORTHERN TIER ENERGY LP CLASS A (NTI) in Q2 2016, closing a stake of 5,750 shares — an estimated $136K sold.

Advocacy Wealth Management Services first reported a position in NTI in Q2 2013 and held it in 4 quarters. The position peaked at $222K in Q4 2015. 6 funds tracked by Wall St. Rank hold NTI as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining NORTHERN TIER ENERGY LP CLASS A position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 5,750 NORTHERN TIER ENERGY LP CLASS A shares in Q2 2016, an estimated $136K.
  • Advocacy Wealth Management Services first reported a position in NORTHERN TIER ENERGY LP CLASS A in Q2 2013 and held it in 4 quarters.
  • Advocacy Wealth Management Services's NORTHERN TIER ENERGY LP CLASS A position peaked at $222K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held NORTHERN TIER ENERGY LP CLASS A as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.