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Advocacy Wealth Management Services’s PhenixFIN PFX Stock Holding History

Advocacy Wealth Management Services’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$13K – 284
2017
Q2 		$13K Hold
100
– – ﹤0.01% 165
2017
Q1 		$15K Hold
100
– – 0.01% 174
2016
Q4 		$15K Buy
100
+25
+33% +$3.82K ﹤0.01% 165
2016
Q3 		$11K Buy
75
+20
+36% +$2.97K ﹤0.01% 261
2016
Q2 		$7K Hold
55
– – ﹤0.01% 323
2016
Q1 		$7K Hold
55
– – ﹤0.01% 391
2015
Q4 		$8K Buy
+55
New +$8.39K 0.01% 381

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advocacy Wealth Management Services's PFX Position: Q3 2017 in Review

Advocacy Wealth Management Services sold out of PhenixFIN (PFX) in Q3 2017, closing a stake of 100 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in PFX in Q4 2015 and held it in 7 quarters. The position peaked at $15K in Q1 2017. 91 funds tracked by Wall St. Rank hold PFX as of Q3 2017.

  • Advocacy Wealth Management Services reported no remaining PhenixFIN position as of Q3 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 PhenixFIN shares in Q3 2017, an estimated $13K.
  • Advocacy Wealth Management Services first reported a position in PhenixFIN in Q4 2015 and held it in 7 quarters.
  • Advocacy Wealth Management Services's PhenixFIN position peaked at $15K in Q1 2017.
  • 91 funds tracked by Wall St. Rank held PhenixFIN as of Q3 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2017, filed 13 Oct 2017.