Advocacy Wealth Management Services’s Tapestry TPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,400	Closed	-$51K	–	379
2016 Q3	$51K	Hold	1,400	–	–	0.02%	114
2016 Q2	$57K	Hold	1,400	–	–	0.03%	134
2016 Q1	$56K	Sell	1,400 -375	-21%	-$13.6K	0.04%	174
2015 Q4	$58K	Buy	+1,775	New	+$55.2K	0.07%	157
2013 Q3	$21K	Buy	+400	New	+$22K	0.06%	177

Other funds holding TPR

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Tapestry (TPR) in Q4 2016, closing a stake of 1,400 shares — an estimated $51K sold.

Advocacy Wealth Management Services first reported a position in TPR in Q3 2013 and held it in 5 quarters. The position peaked at $58K in Q4 2015. 582 funds tracked by Wall St. Rank hold TPR as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Tapestry position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,400 Tapestry shares in Q4 2016, an estimated $51K.
Advocacy Wealth Management Services first reported a position in Tapestry in Q3 2013 and held it in 5 quarters.
Advocacy Wealth Management Services's Tapestry position peaked at $58K in Q4 2015.
582 funds tracked by Wall St. Rank held Tapestry as of Q4 2016.

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