Advocacy Wealth Management Services’s Transocean RIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-500	Closed	-$6K	–	245
2017 Q3	$6K	Buy	+500	New	+$4.31K	﹤0.01%	229
2017 Q2	–	Sell	-500	Closed	-$6K	–	297
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	249
2016 Q4	$7K	Hold	500	–	–	﹤0.01%	233
2016 Q3	$5K	Sell	500 -550	-52%	-$5.81K	﹤0.01%	327
2016 Q2	$12K	Sell	1,050 -2,750	-72%	-$28.1K	0.01%	288
2016 Q1	$35K	Sell	3,800 -3,050	-45%	-$30.3K	0.02%	216
2015 Q4	$85K	Buy	+6,850	New	+$98.8K	0.1%	130

Other funds holding RIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advocacy Wealth Management Services's RIG Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Transocean (RIG) in Q4 2017, closing a stake of 500 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in RIG in Q4 2015 and held it in 7 quarters. The position peaked at $85K in Q4 2015. 426 funds tracked by Wall St. Rank hold RIG as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Transocean position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 Transocean shares in Q4 2017, an estimated $6K.
Advocacy Wealth Management Services first reported a position in Transocean in Q4 2015 and held it in 7 quarters.
Advocacy Wealth Management Services's Transocean position peaked at $85K in Q4 2015.
426 funds tracked by Wall St. Rank held Transocean as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.