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Advocacy Wealth Management Services’s CVR Partners UAN Stock Holding History

Advocacy Wealth Management Services’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-30
Closed -$2K – 557
2015
Q4 		$2K Buy
+30
New +$2.66K ﹤0.01% 485
2013
Q3 		$77K Sell
437
-255
-37% -$51.6K 0.21% 82
2013
Q2 		$157K Buy
+692
New +$170K 0.63% 48

Other funds holding UAN

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
SIM
Strategic Income Management Seattle, Washington $52.1M AUM 18.16% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advocacy Wealth Management Services's UAN Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of CVR Partners (UAN) in Q1 2016, closing a stake of 30 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in UAN in Q2 2013 and held it in 3 quarters. The position peaked at $157K in Q2 2013. 61 funds tracked by Wall St. Rank hold UAN as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining CVR Partners position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 30 CVR Partners shares in Q1 2016, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in CVR Partners in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's CVR Partners position peaked at $157K in Q2 2013.
  • 61 funds tracked by Wall St. Rank held CVR Partners as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.