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Advocacy Wealth Management Services’s ONE Gas OGS Stock Holding History

Advocacy Wealth Management Services’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-100
Closed -$6K – 438
2016
Q1 		$6K Sell
100
-500
-83% -$28.2K ﹤0.01% 402
2015
Q4 		$30K Buy
+600
New +$29K 0.03% 220

Other funds holding OGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of ONE Gas (OGS) in Q2 2016, closing a stake of 100 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in OGS in Q4 2015 and held it in 2 quarters. The position peaked at $30K in Q4 2015. 283 funds tracked by Wall St. Rank hold OGS as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining ONE Gas position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 ONE Gas shares in Q2 2016, an estimated $6K.
  • Advocacy Wealth Management Services first reported a position in ONE Gas in Q4 2015 and held it in 2 quarters.
  • Advocacy Wealth Management Services's ONE Gas position peaked at $30K in Q4 2015.
  • 283 funds tracked by Wall St. Rank held ONE Gas as of Q2 2016.

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