AWMS
AT

Advocacy Wealth Management Services’s Atlantic Power Corporation AT Stock Holding History

Advocacy Wealth Management Services’s Portfolio AT Stock Details AT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$2K – 321
2013
Q2 		$2K Buy
+500
New +$2.36K 0.01% 239

Other funds holding AT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advocacy Wealth Management Services's AT Position: Q3 2013 in Review

Advocacy Wealth Management Services sold out of Atlantic Power Corporation (AT) in Q3 2013, closing a stake of 500 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in AT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 112 funds tracked by Wall St. Rank hold AT as of Q3 2013.

  • Advocacy Wealth Management Services reported no remaining Atlantic Power Corporation position as of Q3 2013 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 500 Atlantic Power Corporation shares in Q3 2013, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Atlantic Power Corporation in Q2 2013 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Atlantic Power Corporation position peaked at $2K in Q2 2013.
  • 112 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.