1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Advocacy Wealth Management Services, LLC Buys iShares Core S&P 500, iShares MSCI Japan Index Fund, iShares MSCI EAFE Small-Cap ETF, Sells iShares Core MSCI EAFE, iShares Core MSCI Emerging Markets, Union Pacific Corp

Investment company Advocacy Wealth Management Services, LLC buys iShares Core S&P 500, iShares MSCI Japan Index Fund, iShares MSCI EAFE Small-Cap ETF, Invesco QQQ Trust Series 1, Cheniere Energy Partners LP, Vanguard Intermediate-Term Treasury ETF, Magna International Inc, Invesco CEF Income Composite, Putnam Master Intermediate Income Trust, Global X MSCI Norway, sells iShares Core MSCI EAFE, iShares Core MSCI Emerging Markets, Union Pacific Corp, Andeavor, Legacy Reserves LP during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Advocacy Wealth Management Services, LLC. As of 2018-09-30, Advocacy Wealth Management Services, LLC owns 156 stocks with a total value of $104 million. These are the details of the buys and sells.

For the details of Advocacy Wealth Management Services, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Advocacy+Wealth+Management+Services%2C+LLC

These are the top 5 holdings of Advocacy Wealth Management Services, LLC
  1. First Trust High Yield Long/Short ETF (HYLS) - 946,394 shares, 43.59% of the total portfolio. Shares added by 5.21%
  2. Eaton Vance Tax-mgd Dvsf Eq Inc Fd (ETY) - 2,332,908 shares, 28.87% of the total portfolio. Shares added by 3.46%
  3. First Trust Low Duration Opportunities ETF (LMBS) - 324,167 shares, 15.92% of the total portfolio. Shares added by 5.90%
  4. Global X MLP (MLPA) - 477,265 shares, 4.39% of the total portfolio. Shares added by 2.19%
  5. iShares Edge MSCI Min Vol Emerging Markets (EEMV) - 29,981 shares, 1.71% of the total portfolio. Shares added by 7.39%
New Purchase: iShares MSCI Japan Index Fund (EWJ)

Advocacy Wealth Management Services, LLC initiated holding in iShares MSCI Japan Index Fund. The purchase prices were between $56.67 and $60.51, with an estimated average price of $58.11. The stock is now traded at around $58.76. The impact to a portfolio due to this purchase was 0.05%. The holding were 825 shares as of 2018-09-30.

New Purchase: iShares MSCI EAFE Small-Cap ETF (SCZ)

Advocacy Wealth Management Services, LLC initiated holding in iShares MSCI EAFE Small-Cap ETF. The purchase prices were between $60.38 and $63.97, with an estimated average price of $62.44. The stock is now traded at around $59.48. The impact to a portfolio due to this purchase was 0.05%. The holding were 750 shares as of 2018-09-30.

New Purchase: Invesco QQQ Trust Series 1 (QQQ)

Advocacy Wealth Management Services, LLC initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $170.8 and $186.74, with an estimated average price of $180.83. The stock is now traded at around $179.66. The impact to a portfolio due to this purchase was 0.04%. The holding were 201 shares as of 2018-09-30.

New Purchase: Cheniere Energy Partners LP (CQP)

Advocacy Wealth Management Services, LLC initiated holding in Cheniere Energy Partners LP. The purchase prices were between $35.54 and $40.02, with an estimated average price of $37.78. The stock is now traded at around $39.03. The impact to a portfolio due to this purchase was 0.03%. The holding were 700 shares as of 2018-09-30.

New Purchase: Vanguard Intermediate-Term Treasury ETF (VGIT)

Advocacy Wealth Management Services, LLC initiated holding in Vanguard Intermediate-Term Treasury ETF. The purchase prices were between $61.95 and $62.79, with an estimated average price of $62.43. The stock is now traded at around $61.62. The impact to a portfolio due to this purchase was 0.02%. The holding were 316 shares as of 2018-09-30.

New Purchase: Magna International Inc (MGA)

Advocacy Wealth Management Services, LLC initiated holding in Magna International Inc. The purchase prices were between $51.98 and $61.37, with an estimated average price of $56.14. The stock is now traded at around $50.20. The impact to a portfolio due to this purchase was 0.02%. The holding were 366 shares as of 2018-09-30.

Added: iShares Core S&P 500 (IVV)

Advocacy Wealth Management Services, LLC added to a holding in iShares Core S&P 500 by 769.84%. The purchase prices were between $272.73 and $295.76, with an estimated average price of $286.69. The stock is now traded at around $290.11. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,096 shares as of 2018-09-30.

Added: Marsh & McLennan Companies Inc (MMC)

Advocacy Wealth Management Services, LLC added to a holding in Marsh & McLennan Companies Inc by 23.31%. The purchase prices were between $82.24 and $87.73, with an estimated average price of $84.71. The stock is now traded at around $83.51. The impact to a portfolio due to this purchase was 0.01%. The holding were 328 shares as of 2018-09-30.

Added: Accenture PLC (ACN)

Advocacy Wealth Management Services, LLC added to a holding in Accenture PLC by 36.11%. The purchase prices were between $159.33 and $174.19, with an estimated average price of $166.46. The stock is now traded at around $168.87. The impact to a portfolio due to this purchase was 0.01%. The holding were 98 shares as of 2018-09-30.

Added: Putnam Master Intermediate Income Trust (PIM)

Advocacy Wealth Management Services, LLC added to a holding in Putnam Master Intermediate Income Trust by 33.33%. The purchase prices were between $4.51 and $4.67, with an estimated average price of $4.59. The stock is now traded at around $4.47. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,000 shares as of 2018-09-30.

Sold Out: iShares Core MSCI Emerging Markets (IEMG)

Advocacy Wealth Management Services, LLC sold out a holding in iShares Core MSCI Emerging Markets. The sale prices were between $49.8 and $54.37, with an estimated average price of $52.18.

Sold Out: Union Pacific Corp (UNP)

Advocacy Wealth Management Services, LLC sold out a holding in Union Pacific Corp. The sale prices were between $138.26 and $164.99, with an estimated average price of $150.54.

Sold Out: Andeavor (ANDV)

Advocacy Wealth Management Services, LLC sold out a holding in Andeavor. The sale prices were between $131.81 and $158.87, with an estimated average price of $147.65.

Sold Out: New Residential Investment Corp (NRZ)

Advocacy Wealth Management Services, LLC sold out a holding in New Residential Investment Corp. The sale prices were between $17.74 and $18.68, with an estimated average price of $18.24.

Sold Out: Legacy Reserves LP (LGCY)

Advocacy Wealth Management Services, LLC sold out a holding in Legacy Reserves LP. The sale prices were between $4.11 and $6.65, with an estimated average price of $5.23.

Sold Out: Silver Buckle Mines Inc (SBUM)

Advocacy Wealth Management Services, LLC sold out a holding in Silver Buckle Mines Inc. The sale prices were between $0.02 and $0.04, with an estimated average price of $0.03.

Reduced: iShares Core MSCI EAFE (IEFA)

Advocacy Wealth Management Services, LLC reduced to a holding in iShares Core MSCI EAFE by 61.57%. The sale prices were between $61.82 and $65.16, with an estimated average price of $63.74. The stock is now traded at around $61.70. The impact to a portfolio due to this sale was -0.05%. Advocacy Wealth Management Services, LLC still held 480 shares as of 2018-09-30.



Here is the complete portfolio of Advocacy Wealth Management Services, LLC. Also check out:

1. Advocacy Wealth Management Services, LLC's Undervalued Stocks
2. Advocacy Wealth Management Services, LLC's Top Growth Companies, and
3. Advocacy Wealth Management Services, LLC's High Yield stocks
4. Stocks that Advocacy Wealth Management Services, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pakito866Microcaps
consciousinvestor311higher debt expensive
DANGORDONBOOK VALUE GROWTH RATE
doniemaherScreen #35 - ROC>25%, Div>3%
DANGORDON1-21-19 P/E<14
efredbac10yr Low PE
mathew94Insider Buys
cspunarJuniors 21Jan19
daftheaderasian growth plus dividend
DANGORDONTECH COS RATE OF RETURN
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK