AWMS
GRES

Advocacy Wealth Management Services’s IQ ARB Global Resources GRES Stock Holding History

Advocacy Wealth Management Services’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$17K Hold
600
– – 0.05% 197
2013
Q2 		$16K Buy
+600
New +$16.8K 0.06% 161

Other funds holding GRES

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

Advocacy Wealth Management Services held its IQ ARB Global Resources (GRES) position steady in Q3 2013 at 600 shares worth $17K. The position accounts for 0.05% of the portfolio, ranked #197.

Advocacy Wealth Management Services first reported a position in GRES in Q2 2013 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold GRES as of Q3 2013.

  • Advocacy Wealth Management Services held 600 shares of IQ ARB Global Resources worth $17K as of Q3 2013.
  • Advocacy Wealth Management Services left its IQ ARB Global Resources share count unchanged in Q3 2013.
  • IQ ARB Global Resources made up 0.05% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #197 holding.
  • Advocacy Wealth Management Services first reported a position in IQ ARB Global Resources in Q2 2013 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q3 2013.

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