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Advocacy Wealth Management Services’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Advocacy Wealth Management Services’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-145
Closed -$4K – 350
2016
Q4 		$4K Buy
+145
New +$3.62K ﹤0.01% 263

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VKH
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AWM
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Jane Street
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Susquehanna International Group
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GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q1 2017, closing a stake of 145 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in VSHY in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 12 funds tracked by Wall St. Rank hold VSHY as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 145 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q1 2017, an estimated $4K.
  • Advocacy Wealth Management Services first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $4K in Q4 2016.
  • 12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2017.

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