Advocacy Wealth Management Services’s Paychex PAYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-81	Closed	-$6K	–	171
2018 Q3	$6K	Hold	81	–	–	﹤0.01%	151
2018 Q2	$6K	Hold	81	–	–	﹤0.01%	152
2018 Q1	$5K	Hold	81	–	–	﹤0.01%	179
2017 Q4	$6K	Hold	81	–	–	﹤0.01%	182
2017 Q3	$5K	Hold	81	–	–	﹤0.01%	238
2017 Q2	$5K	Hold	81	–	–	﹤0.01%	232
2017 Q1	$5K	Sell	81 -5	-6%	-$304	﹤0.01%	258
2016 Q4	$5K	Hold	86	–	–	﹤0.01%	251
2016 Q3	$5K	Sell	86 -600	-87%	-$36K	﹤0.01%	325
2016 Q2	$41K	Sell	686 -4	-0.6%	-$214	0.02%	169
2016 Q1	$37K	Buy	690 +642	+1,338%	+$32.3K	0.03%	213
2015 Q4	$3K	Buy	+48	New	+$2.51K	﹤0.01%	467

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advocacy Wealth Management Services's PAYX Position: Q4 2018 in Review

Advocacy Wealth Management Services sold out of Paychex (PAYX) in Q4 2018, closing a stake of 81 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in PAYX in Q4 2015 and held it in 12 quarters. The position peaked at $41K in Q2 2016. 1,036 funds tracked by Wall St. Rank hold PAYX as of Q4 2018.

Advocacy Wealth Management Services reported no remaining Paychex position as of Q4 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 81 Paychex shares in Q4 2018, an estimated $6K.
Advocacy Wealth Management Services first reported a position in Paychex in Q4 2015 and held it in 12 quarters.
Advocacy Wealth Management Services's Paychex position peaked at $41K in Q2 2016.
1,036 funds tracked by Wall St. Rank held Paychex as of Q4 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2018, filed 7 Jan 2019.