AWMS
CPI

Advocacy Wealth Management Services’s CPI Inflation Hedged ETF CPI Stock Holding History

Advocacy Wealth Management Services’s Portfolio CPI Stock Details CPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$13K Sell
500
-8,000
-94% -$207K 0.04% 217
2013
Q2 		$219K Buy
+8,500
New +$223K 0.87% 33

Other funds holding CPI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Advocacy Wealth Management Services reduced its CPI Inflation Hedged ETF (CPI) stake by 94% in Q3 2013, selling an estimated $207K and leaving 500 shares worth $13K. The position accounts for 0.04% of the portfolio, ranked #217.

Advocacy Wealth Management Services first reported a position in CPI in Q2 2013 and has held it in 2 quarters since. The position peaked at $219K in Q2 2013. 9 funds tracked by Wall St. Rank hold CPI as of Q3 2013.

  • Advocacy Wealth Management Services held 500 shares of CPI Inflation Hedged ETF worth $13K as of Q3 2013.
  • Advocacy Wealth Management Services sold 8,000 CPI Inflation Hedged ETF shares in Q3 2013, an estimated $207K.
  • CPI Inflation Hedged ETF made up 0.04% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #217 holding.
  • Advocacy Wealth Management Services first reported a position in CPI Inflation Hedged ETF in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's CPI Inflation Hedged ETF position peaked at $219K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q3 2013.

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