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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-146	Closed	-$8K	–	356
2016 Q4	$8K	Buy	146 +16	+12%	+$821	﹤0.01%	224
2016 Q3	$6K	Hold	130	–	–	﹤0.01%	316
2016 Q2	$6K	Sell	130 -6	-4%	-$268	﹤0.01%	342
2016 Q1	$6K	Buy	+136	New	+$5.67K	﹤0.01%	406

Other funds holding XTN

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

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of State Street SPDR S&P Transportation ETF (XTN) in Q1 2017, closing a stake of 146 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in XTN in Q1 2016 and held it in 4 quarters. The position peaked at $8K in Q4 2016. 64 funds tracked by Wall St. Rank hold XTN as of Q1 2017.

Advocacy Wealth Management Services reported no remaining State Street SPDR S&P Transportation ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 146 State Street SPDR S&P Transportation ETF shares in Q1 2017, an estimated $8K.
Advocacy Wealth Management Services first reported a position in State Street SPDR S&P Transportation ETF in Q1 2016 and held it in 4 quarters.
Advocacy Wealth Management Services's State Street SPDR S&P Transportation ETF position peaked at $8K in Q4 2016.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q1 2017.

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