AWMS
PSE

Advocacy Wealth Management Services’s PIONEER SOUTHWEST ENERGY PARTNERS LP PSE Stock Holding History

Advocacy Wealth Management Services’s Portfolio PSE Stock Details PSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$54K Hold
1,230
– – 0.15% 107
2013
Q2 		$42K Buy
+1,230
New +$37K 0.17% 96

Other funds holding PSE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Advocacy Wealth Management Services held its PIONEER SOUTHWEST ENERGY PARTNERS LP (PSE) position steady in Q3 2013 at 1,230 shares worth $54K. The position accounts for 0.15% of the portfolio, ranked #107.

Advocacy Wealth Management Services first reported a position in PSE in Q2 2013 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold PSE as of Q3 2013.

  • Advocacy Wealth Management Services held 1,230 shares of PIONEER SOUTHWEST ENERGY PARTNERS LP worth $54K as of Q3 2013.
  • Advocacy Wealth Management Services left its PIONEER SOUTHWEST ENERGY PARTNERS LP share count unchanged in Q3 2013.
  • PIONEER SOUTHWEST ENERGY PARTNERS LP made up 0.15% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #107 holding.
  • Advocacy Wealth Management Services first reported a position in PIONEER SOUTHWEST ENERGY PARTNERS LP in Q2 2013 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held PIONEER SOUTHWEST ENERGY PARTNERS LP as of Q3 2013.

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