AWMS
CRZO

Advocacy Wealth Management Services’s Carrizo Oil & Gas Inc CRZO Stock Holding History

Advocacy Wealth Management Services’s Portfolio CRZO Stock Details CRZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$28K Buy
750
+250
+50% +$8.31K 0.08% 153
2013
Q2 		$14K Buy
+500
New +$13.2K 0.06% 170

Other funds holding CRZO

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Advocacy Wealth Management Services increased its Carrizo Oil & Gas Inc (CRZO) stake by 50% in Q3 2013, buying an estimated $8.31K and bringing the position to 750 shares worth $28K. The position accounts for 0.08% of the portfolio, ranked #153.

Advocacy Wealth Management Services first reported a position in CRZO in Q2 2013 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold CRZO as of Q3 2013.

  • Advocacy Wealth Management Services held 750 shares of Carrizo Oil & Gas Inc worth $28K as of Q3 2013.
  • Advocacy Wealth Management Services bought 250 Carrizo Oil & Gas Inc shares in Q3 2013, an estimated $8.31K.
  • Carrizo Oil & Gas Inc made up 0.08% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #153 holding.
  • Advocacy Wealth Management Services first reported a position in Carrizo Oil & Gas Inc in Q2 2013 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q3 2013.

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