AWMS
PGC icon

Advocacy Wealth Management Services’s Peapack-Gladstone Financial PGC Stock Holding History

Advocacy Wealth Management Services’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$19K Hold
1,000
– – 0.05% 186
2013
Q2 		$17K Buy
+1,000
New +$15.2K 0.07% 152

Other funds holding PGC

PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Advocacy Wealth Management Services held its Peapack-Gladstone Financial (PGC) position steady in Q3 2013 at 1,000 shares worth $19K. The position accounts for 0.05% of the portfolio, ranked #186.

Advocacy Wealth Management Services first reported a position in PGC in Q2 2013 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold PGC as of Q3 2013.

  • Advocacy Wealth Management Services held 1,000 shares of Peapack-Gladstone Financial worth $19K as of Q3 2013.
  • Advocacy Wealth Management Services left its Peapack-Gladstone Financial share count unchanged in Q3 2013.
  • Peapack-Gladstone Financial made up 0.05% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #186 holding.
  • Advocacy Wealth Management Services first reported a position in Peapack-Gladstone Financial in Q2 2013 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2013.

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