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Advocacy Wealth Management Services’s SAP SAP Stock Holding History

Advocacy Wealth Management Services’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-65
Closed -$5K – 305
2013
Q2 		$5K Buy
+65
New +$5.05K 0.02% 211

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of SAP (SAP) in Q3 2013, closing a stake of 65 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in SAP in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 284 funds tracked by Wall St. Rank hold SAP as of Q3 2013.

  • Advocacy Wealth Management Services reported no remaining SAP position as of Q3 2013 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 65 SAP shares in Q3 2013, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in SAP in Q2 2013 and held it in 1 quarter.
  • Advocacy Wealth Management Services's SAP position peaked at $5K in Q2 2013.
  • 284 funds tracked by Wall St. Rank held SAP as of Q3 2013.

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