AWMS
TLS

Advocacy Wealth Management Services’s TELSTRA CRP LTD ADS(RP 5 ORD) TLS Stock Holding History

Advocacy Wealth Management Services’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-49
Closed -$1K – 369
2016
Q4 		$1K Sell
49
-91
-65% -$1.86K ﹤0.01% 306
2016
Q3 		$3K Buy
140
+32
+30% +$686 ﹤0.01% 350
2016
Q2 		$2K Buy
+108
New +$2K ﹤0.01% 379

Other funds holding TLS

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Advocacy Wealth Management Services's TLS Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of TELSTRA CRP LTD ADS(RP 5 ORD) (TLS) in Q1 2017, closing a stake of 49 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in TLS in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q3 2016. 12 funds tracked by Wall St. Rank hold TLS as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining TELSTRA CRP LTD ADS(RP 5 ORD) position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 49 TELSTRA CRP LTD ADS(RP 5 ORD) shares in Q1 2017, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in TELSTRA CRP LTD ADS(RP 5 ORD) in Q2 2016 and held it in 3 quarters.
  • Advocacy Wealth Management Services's TELSTRA CRP LTD ADS(RP 5 ORD) position peaked at $3K in Q3 2016.
  • 12 funds tracked by Wall St. Rank held TELSTRA CRP LTD ADS(RP 5 ORD) as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.