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Advocacy Wealth Management Services’s NVR NVR Stock Holding History

Advocacy Wealth Management Services’s Portfolio NVR Stock Details NVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15
Closed -$25K – 363
2016
Q3 		$25K Hold
15
– – 0.01% 177
2016
Q2 		$27K Hold
15
– – 0.01% 199
2016
Q1 		$26K Hold
15
– – 0.02% 262
2015
Q4 		$25K Buy
+15
New +$24.5K 0.03% 246
2013
Q3 		$14K Hold
15
– – 0.04% 212
2013
Q2 		$14K Buy
+15
New +$14.9K 0.06% 165

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of NVR (NVR) in Q4 2016, closing a stake of 15 shares — an estimated $25K sold.

Advocacy Wealth Management Services first reported a position in NVR in Q2 2013 and held it in 6 quarters. The position peaked at $27K in Q2 2016. 292 funds tracked by Wall St. Rank hold NVR as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining NVR position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 15 NVR shares in Q4 2016, an estimated $25K.
  • Advocacy Wealth Management Services first reported a position in NVR in Q2 2013 and held it in 6 quarters.
  • Advocacy Wealth Management Services's NVR position peaked at $27K in Q2 2016.
  • 292 funds tracked by Wall St. Rank held NVR as of Q4 2016.

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