Advocacy Wealth Management Services’s ALPS Strategic Income Fund RIGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-919	Closed	-$23K	–	174
2018 Q3	$23K	Hold	919	–	–	0.01%	82
2018 Q2	$22K	Hold	919	–	–	0.01%	79
2018 Q1	$23K	Sell	919 -898	-49%	-$22.3K	0.02%	78
2017 Q4	$46K	Hold	1,817	–	–	0.03%	53
2017 Q3	$46K	Buy	+1,817	New	+$46.1K	0.02%	73
2016 Q4	–	Sell	-2,404	Closed	-$61K	–	372
2016 Q3	$61K	Hold	2,404	–	–	0.02%	100
2016 Q2	$60K	Sell	2,404 -989	-29%	-$24.4K	0.03%	129
2016 Q1	$83K	Buy	+3,393	New	+$81.9K	0.06%	142

Other funds holding RIGS

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of ALPS Strategic Income Fund (RIGS) in Q4 2018, closing a stake of 919 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in RIGS in Q1 2016 and held it in 8 quarters. The position peaked at $83K in Q1 2016. 48 funds tracked by Wall St. Rank hold RIGS as of Q4 2018.

Advocacy Wealth Management Services reported no remaining ALPS Strategic Income Fund position as of Q4 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 919 ALPS Strategic Income Fund shares in Q4 2018, an estimated $23K.
Advocacy Wealth Management Services first reported a position in ALPS Strategic Income Fund in Q1 2016 and held it in 8 quarters.
Advocacy Wealth Management Services's ALPS Strategic Income Fund position peaked at $83K in Q1 2016.
48 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q4 2018.

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