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Advocacy Wealth Management Services’s Entergy ETR Stock Holding History

Advocacy Wealth Management Services’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$13K Hold
400
– – 0.04% 214
2013
Q2 		$14K Buy
+400
New +$13.8K 0.06% 163

Other funds holding ETR

T. Rowe Price Associates
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Advocacy Wealth Management Services held its Entergy (ETR) position steady in Q3 2013 at 400 shares worth $13K. The position accounts for 0.04% of the portfolio, ranked #214.

Advocacy Wealth Management Services first reported a position in ETR in Q2 2013 and has held it in 2 quarters since. The position peaked at $14K in Q2 2013. 462 funds tracked by Wall St. Rank hold ETR as of Q3 2013.

  • Advocacy Wealth Management Services held 400 shares of Entergy worth $13K as of Q3 2013.
  • Advocacy Wealth Management Services left its Entergy share count unchanged in Q3 2013.
  • Entergy made up 0.04% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #214 holding.
  • Advocacy Wealth Management Services first reported a position in Entergy in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's Entergy position peaked at $14K in Q2 2013.
  • 462 funds tracked by Wall St. Rank held Entergy as of Q3 2013.

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