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Advocacy Wealth Management Services’s iShares Global 100 ETF IOO Stock Holding History

Advocacy Wealth Management Services’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$503K Hold
13,970
– – 1.38% 16
2013
Q2 		$472K Buy
+13,970
New +$488K 1.88% 9

Other funds holding IOO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Advocacy Wealth Management Services held its iShares Global 100 ETF (IOO) position steady in Q3 2013 at 13,970 shares worth $503K. The position accounts for 1.38% of the portfolio, ranked #16.

Advocacy Wealth Management Services first reported a position in IOO in Q2 2013 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold IOO as of Q3 2013.

  • Advocacy Wealth Management Services held 13,970 shares of iShares Global 100 ETF worth $503K as of Q3 2013.
  • Advocacy Wealth Management Services left its iShares Global 100 ETF share count unchanged in Q3 2013.
  • iShares Global 100 ETF made up 1.38% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #16 holding.
  • Advocacy Wealth Management Services first reported a position in iShares Global 100 ETF in Q2 2013 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2013.

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