Advocacy Wealth Management Services’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-275	Closed	-$37K	–	398
2016 Q2	$37K	Buy	+275	New	+$34.5K	0.02%	177

Other funds holding ZROZ

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Virtu KCG Holdings New York $2.24B AUM 17.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return