AWMS
PDH

Advocacy Wealth Management Services’s PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT PDH Stock Holding History

Advocacy Wealth Management Services’s Portfolio PDH Stock Details PDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$36K Buy
3,035
+1,200
+65% +$14.9K 0.1% 128
2013
Q2 		$24K Buy
+1,835
New +$24K 0.1% 132

Other funds holding PDH

YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Advocacy Wealth Management Services increased its PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT (PDH) stake by 65% in Q3 2013, buying an estimated $14.9K and bringing the position to 3,035 shares worth $36K. The position accounts for 0.1% of the portfolio, ranked #128.

Advocacy Wealth Management Services first reported a position in PDH in Q2 2013 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold PDH as of Q3 2013.

  • Advocacy Wealth Management Services held 3,035 shares of PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT worth $36K as of Q3 2013.
  • Advocacy Wealth Management Services bought 1,200 PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT shares in Q3 2013, an estimated $14.9K.
  • PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT made up 0.1% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #128 holding.
  • Advocacy Wealth Management Services first reported a position in PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT in Q2 2013 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT as of Q3 2013.

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