Advocacy Wealth Management Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-255	Closed	-$11K	–	553
2015 Q4	$11K	Buy	+255	New	+$11.7K	0.01%	336

Other funds holding SHYG

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

SAM

Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Advocacy Wealth Management Services's SHYG Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2016, closing a stake of 255 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in SHYG in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 49 funds tracked by Wall St. Rank hold SHYG as of Q1 2016.

Advocacy Wealth Management Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 255 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2016, an estimated $11K.
Advocacy Wealth Management Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2015 and held it in 1 quarter.
Advocacy Wealth Management Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $11K in Q4 2015.
49 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.