Advocacy Wealth Management Services’s Talen Energy Corporation TLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-70	Closed	-$1K	–	404
2016 Q3	$1K	Hold	70	–	–	﹤0.01%	364
2016 Q2	$1K	Sell	70 -211	-75%	-$2.58K	﹤0.01%	388
2016 Q1	$3K	Sell	281 -557	-66%	-$3.93K	﹤0.01%	452
2015 Q4	$5K	Buy	+838	New	+$6.91K	0.01%	428

Other funds holding TLN

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Advocacy Wealth Management Services's TLN Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Talen Energy Corporation (TLN) in Q4 2016, closing a stake of 70 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in TLN in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q4 2015. 6 funds tracked by Wall St. Rank hold TLN as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Talen Energy Corporation position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 70 Talen Energy Corporation shares in Q4 2016, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Talen Energy Corporation in Q4 2015 and held it in 4 quarters.
Advocacy Wealth Management Services's Talen Energy Corporation position peaked at $5K in Q4 2015.
6 funds tracked by Wall St. Rank held Talen Energy Corporation as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.