Advocacy Wealth Management Services’s Vector Group Ltd. VGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,796	Closed	-$17K	–	148
2019 Q4	$17K	Hold	1,796	–	–	﹤0.01%	105
2019 Q3	$15K	Sell	1,796 -1,799	-50%	-$13.8K	0.01%	110
2019 Q2	$24K	Hold	3,595	–	–	0.02%	88
2019 Q1	$26K	Hold	3,595	–	–	0.03%	70
2018 Q4	$24K	Hold	3,595	–	–	0.02%	76
2018 Q3	$33K	Sell	3,595 -2	-0.1%	-$22	0.02%	59
2018 Q2	$44K	Hold	3,597	–	–	0.03%	46
2018 Q1	$47K	Hold	3,597	–	–	0.03%	41
2017 Q4	$52K	Sell	3,597 -3,426	-49%	-$47.7K	0.04%	46
2017 Q3	$93K	Buy	7,023 +3,426	+95%	+$44.5K	0.04%	44
2017 Q2	$47K	Hold	3,597	–	–	0.02%	77
2017 Q1	$46K	Buy	3,597 +1,798	+100%	+$24.2K	0.02%	79
2016 Q4	$25K	Hold	1,799	–	–	0.01%	126
2016 Q3	$24K	Sell	1,799 -1	-0.1%	-$13	0.01%	185
2016 Q2	$24K	Sell	1,800 -641	-26%	-$8.06K	0.01%	214
2016 Q1	$33K	Sell	2,441 -1,809	-43%	-$24.1K	0.02%	224
2015 Q4	$60K	Buy	+4,250	New	+$59.4K	0.07%	155
2013 Q3	–	Sell	-40,448	Closed	-$331K	–	319
2013 Q2	$331K	Buy	+40,448	New	+$327K	1.32%	19

Other funds holding VGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Advocacy Wealth Management Services's VGR Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Vector Group Ltd. (VGR) in Q1 2020, closing a stake of 1,796 shares — an estimated $17K sold.

Advocacy Wealth Management Services first reported a position in VGR in Q2 2013 and held it in 18 quarters. The position peaked at $331K in Q2 2013. 210 funds tracked by Wall St. Rank hold VGR as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Vector Group Ltd. position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,796 Vector Group Ltd. shares in Q1 2020, an estimated $17K.
Advocacy Wealth Management Services first reported a position in Vector Group Ltd. in Q2 2013 and held it in 18 quarters.
Advocacy Wealth Management Services's Vector Group Ltd. position peaked at $331K in Q2 2013.
210 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.