AWMS
QRE

Advocacy Wealth Management Services’s QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) QRE Stock Holding History

Advocacy Wealth Management Services’s Portfolio QRE Stock Details QRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$109K Sell
6,670
-3,400
-34% -$56.9K 0.3% 60
2013
Q2 		$177K Buy
+10,070
New +$174K 0.71% 42

Other funds holding QRE

NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Advocacy Wealth Management Services reduced its QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) (QRE) stake by 34% in Q3 2013, selling an estimated $56.9K and leaving 6,670 shares worth $109K. The position accounts for 0.3% of the portfolio, ranked #60.

Advocacy Wealth Management Services first reported a position in QRE in Q2 2013 and has held it in 2 quarters since. The position peaked at $177K in Q2 2013. 68 funds tracked by Wall St. Rank hold QRE as of Q3 2013.

  • Advocacy Wealth Management Services held 6,670 shares of QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) worth $109K as of Q3 2013.
  • Advocacy Wealth Management Services sold 3,400 QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) shares in Q3 2013, an estimated $56.9K.
  • QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) made up 0.3% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #60 holding.
  • Advocacy Wealth Management Services first reported a position in QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) position peaked at $177K in Q2 2013.
  • 68 funds tracked by Wall St. Rank held QR ENERGY LP UNIT LTD PARTNERSHIP INT (DE) as of Q3 2013.

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