AWMS
TLP

Advocacy Wealth Management Services’s Transmontaigne TLP Stock Holding History

Advocacy Wealth Management Services’s Portfolio TLP Stock Details TLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,200
Closed -$89K – 184
2018
Q4 		$89K Hold
2,200
– – 0.07% 21
2018
Q3 		$85K Hold
2,200
– – 0.05% 26
2018
Q2 		$81K Hold
2,200
– – 0.05% 26
2018
Q1 		$79K Hold
2,200
– – 0.05% 29
2017
Q4 		$87K Sell
2,200
-2,300
-51% -$94.1K 0.06% 30
2017
Q3 		$197K Buy
4,500
+2,200
+96% +$96.7K 0.08% 24
2017
Q2 		$97K Hold
2,300
– – 0.03% 46
2017
Q1 		$103K Buy
2,300
+1,200
+109% +$54.7K 0.04% 44
2016
Q4 		$49K Sell
1,100
-950
-46% -$39.5K 0.01% 74
2016
Q3 		$85K Sell
2,050
-5,804
-74% -$243K 0.03% 81
2016
Q2 		$323K Sell
7,854
-6,669
-46% -$263K 0.16% 49
2016
Q1 		$532K Sell
14,523
-8,015
-36% -$258K 0.37% 44
2015
Q4 		$590K Buy
+22,538
New +$615K 0.67% 41
2013
Q3 		$55K Hold
1,361
– – 0.15% 104
2013
Q2 		$57K Buy
+1,361
New +$61.3K 0.23% 83

Advocacy Wealth Management Services's TLP Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of Transmontaigne (TLP) in Q1 2019, closing a stake of 2,200 shares — an estimated $89K sold.

Advocacy Wealth Management Services first reported a position in TLP in Q2 2013 and held it in 15 quarters. The position peaked at $590K in Q4 2015. 0 funds tracked by Wall St. Rank hold TLP as of Q1 2019.

  • Advocacy Wealth Management Services reported no remaining Transmontaigne position as of Q1 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2,200 Transmontaigne shares in Q1 2019, an estimated $89K.
  • Advocacy Wealth Management Services first reported a position in Transmontaigne in Q2 2013 and held it in 15 quarters.
  • Advocacy Wealth Management Services's Transmontaigne position peaked at $590K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Transmontaigne as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.