AWMS
WIN

Advocacy Wealth Management Services’s Windstream Holdings Inc WIN Stock Holding History

Advocacy Wealth Management Services’s Portfolio WIN Stock Details WIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5
Closed – – 488
2016
Q1 		$0 Hold
5
– – ﹤0.01% 577
2015
Q4 		$0 Buy
+5
New +$161 ﹤0.01% 537
2013
Q3 		– Sell
-701
Closed -$42K – 323
2013
Q2 		$42K Buy
+701
New +$45.7K 0.17% 95

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advocacy Wealth Management Services's WIN Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Windstream Holdings Inc (WIN) in Q2 2016, closing a stake of 5 shares.

Advocacy Wealth Management Services first reported a position in WIN in Q2 2013 and held it in 3 quarters. The position peaked at $42K in Q2 2013. 224 funds tracked by Wall St. Rank hold WIN as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Windstream Holdings Inc position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 5 Windstream Holdings Inc shares in Q2 2016.
  • Advocacy Wealth Management Services first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Windstream Holdings Inc position peaked at $42K in Q2 2013.
  • 224 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.