AWMS
PVR

Advocacy Wealth Management Services’s PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT PVR Stock Holding History

Advocacy Wealth Management Services’s Portfolio PVR Stock Details PVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$218K Sell
9,408
-55
-0.6% -$1.37K 0.6% 37
2013
Q2 		$258K Buy
+9,463
New +$242K 1.03% 27

Other funds holding PVR

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

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

Advocacy Wealth Management Services reduced its PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT (PVR) stake by 0.58% in Q3 2013, selling an estimated $1.37K and leaving 9,408 shares worth $218K. The position accounts for 0.6% of the portfolio, ranked #37.

Advocacy Wealth Management Services first reported a position in PVR in Q2 2013 and has held it in 2 quarters since. The position peaked at $258K in Q2 2013. 137 funds tracked by Wall St. Rank hold PVR as of Q3 2013.

  • Advocacy Wealth Management Services held 9,408 shares of PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT worth $218K as of Q3 2013.
  • Advocacy Wealth Management Services sold 55 PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT shares in Q3 2013, an estimated $1.37K.
  • PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT made up 0.6% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #37 holding.
  • Advocacy Wealth Management Services first reported a position in PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT position peaked at $258K in Q2 2013.
  • 137 funds tracked by Wall St. Rank held PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT as of Q3 2013.

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