Advocacy Wealth Management Services’s State Street SPDR S&P Retail ETF XRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-35	Closed	-$2K	–	355
2016 Q4	$2K	Sell	35 -60	-63%	-$2.67K	﹤0.01%	286
2016 Q3	$4K	Buy	+95	New	+$4.21K	﹤0.01%	336
2013 Q3	–	Sell	-46	Closed	-$2K	–	318
2013 Q2	$2K	Buy	+46	New	+$1.72K	0.01%	237

Other funds holding XRT

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of State Street SPDR S&P Retail ETF (XRT) in Q1 2017, closing a stake of 35 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in XRT in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q3 2016. 110 funds tracked by Wall St. Rank hold XRT as of Q1 2017.

Advocacy Wealth Management Services reported no remaining State Street SPDR S&P Retail ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 35 State Street SPDR S&P Retail ETF shares in Q1 2017, an estimated $2K.
Advocacy Wealth Management Services first reported a position in State Street SPDR S&P Retail ETF in Q2 2013 and held it in 3 quarters.
Advocacy Wealth Management Services's State Street SPDR S&P Retail ETF position peaked at $4K in Q3 2016.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2017.

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