Advocacy Wealth Management Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-44	Closed	-$2K	–	347
2016 Q4	$2K	Sell	44 -81	-65%	-$3.59K	﹤0.01%	284
2016 Q3	$6K	Sell	125 -67	-35%	-$3K	﹤0.01%	314
2016 Q2	$8K	Buy	+192	New	+$8.32K	﹤0.01%	312
2016 Q1	–	Sell	-100	Closed	-$4K	–	560
2015 Q4	$4K	Buy	+100	New	+$4.47K	﹤0.01%	448
2013 Q3	$15K	Hold	315	–	–	0.04%	207
2013 Q2	$14K	Buy	+315	New	+$14.7K	0.06%	167

Other funds holding VEU

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2017, closing a stake of 44 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in VEU in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q3 2013. 572 funds tracked by Wall St. Rank hold VEU as of Q1 2017.

Advocacy Wealth Management Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 44 Vanguard FTSE All-World ex-US ETF shares in Q1 2017, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and held it in 6 quarters.
Advocacy Wealth Management Services's Vanguard FTSE All-World ex-US ETF position peaked at $15K in Q3 2013.
572 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2017.

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