Advocacy Wealth Management Services’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-369	Closed	-$29K	–	135
2019 Q4	$29K	Sell	369 -63	-15%	-$4.43K	0.01%	75
2019 Q3	$26K	Hold	432	–	–	0.02%	81
2019 Q2	$24K	Buy	432 +97	+29%	+$6.03K	0.02%	86
2019 Q1	$23K	Buy	335 +134	+67%	+$9.29K	0.03%	76
2018 Q4	$13K	Buy	201 +74	+58%	+$5.3K	0.01%	107
2018 Q3	$11K	Hold	127	–	–	0.01%	125
2018 Q2	$12K	Hold	127	–	–	0.01%	121
2018 Q1	$13K	Hold	127	–	–	0.01%	117
2017 Q4	$12K	Sell	127 -236	-65%	-$22.6K	0.01%	145
2017 Q3	$31K	Buy	363 +236	+186%	+$22K	0.01%	99
2017 Q2	$11K	Sell	127 -109	-46%	-$9.07K	﹤0.01%	185
2017 Q1	$19K	Hold	236	–	–	0.01%	157
2016 Q4	$18K	Sell	236 -89	-27%	-$6.7K	0.01%	153
2016 Q3	$23K	Hold	325	–	–	0.01%	196
2016 Q2	$18K	Sell	325 -26	-7%	-$1.55K	0.01%	248
2016 Q1	$21K	Buy	351 +196	+126%	+$11.1K	0.01%	290
2015 Q4	$10K	Buy	+155	New	+$10.8K	0.01%	351
2013 Q3	$70K	Buy	+1,000	New	+$68.4K	0.19%	92

Other funds holding STT

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocacy Wealth Management Services's STT Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of State Street (STT) in Q1 2020, closing a stake of 369 shares — an estimated $29K sold.

Advocacy Wealth Management Services first reported a position in STT in Q3 2013 and held it in 18 quarters. The position peaked at $70K in Q3 2013. 749 funds tracked by Wall St. Rank hold STT as of Q1 2020.

Advocacy Wealth Management Services reported no remaining State Street position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 369 State Street shares in Q1 2020, an estimated $29K.
Advocacy Wealth Management Services first reported a position in State Street in Q3 2013 and held it in 18 quarters.
Advocacy Wealth Management Services's State Street position peaked at $70K in Q3 2013.
749 funds tracked by Wall St. Rank held State Street as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.