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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

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CCP
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Jane Street
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VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EM
EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KLC
Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return

Advocacy Wealth Management Services's ZROZ Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2016, closing a stake of 275 shares — an estimated $37K sold.

Advocacy Wealth Management Services first reported a position in ZROZ in Q2 2016 and held it in 1 quarter. The position peaked at $37K in Q2 2016. 39 funds tracked by Wall St. Rank hold ZROZ as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 275 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2016, an estimated $37K.
  • Advocacy Wealth Management Services first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $37K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.