AWMS
TCP

Advocacy Wealth Management Services’s TC Pipelines LP TCP Stock Holding History

Advocacy Wealth Management Services’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-100
Closed -$6K – 267
2017
Q3 		$6K Buy
+100
New +$5.39K ﹤0.01% 232
2017
Q2 		– Sell
-100
Closed -$6K – 311
2017
Q1 		$6K Hold
100
– – ﹤0.01% 253
2016
Q4 		$6K Sell
100
-400
-80% -$21.6K ﹤0.01% 247
2016
Q3 		$29K Sell
500
-2,562
-84% -$139K 0.01% 156
2016
Q2 		$175K Sell
3,062
-1,834
-37% -$99.4K 0.09% 69
2016
Q1 		$236K Sell
4,896
-6,242
-56% -$283K 0.16% 73
2015
Q4 		$552K Buy
+11,138
New +$551K 0.62% 47
2013
Q3 		$25K Hold
515
– – 0.07% 167
2013
Q2 		$25K Buy
+515
New +$23.8K 0.1% 128

Other funds holding TCP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of TC Pipelines LP (TCP) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in TCP in Q2 2013 and held it in 9 quarters. The position peaked at $552K in Q4 2015. 181 funds tracked by Wall St. Rank hold TCP as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining TC Pipelines LP position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 100 TC Pipelines LP shares in Q4 2017, an estimated $6K.
  • Advocacy Wealth Management Services first reported a position in TC Pipelines LP in Q2 2013 and held it in 9 quarters.
  • Advocacy Wealth Management Services's TC Pipelines LP position peaked at $552K in Q4 2015.
  • 181 funds tracked by Wall St. Rank held TC Pipelines LP as of Q4 2017.

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