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Advocacy Wealth Management Services’s Sanofi SNY Stock Holding History

Advocacy Wealth Management Services’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$7K Hold
145
– – 0.02% 237
2013
Q2 		$7K Buy
+145
New +$7.73K 0.03% 196

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Advocacy Wealth Management Services held its Sanofi (SNY) position steady in Q3 2013 at 145 shares worth $7K. The position accounts for 0.02% of the portfolio, ranked #237.

Advocacy Wealth Management Services first reported a position in SNY in Q2 2013 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold SNY as of Q3 2013.

  • Advocacy Wealth Management Services held 145 shares of Sanofi worth $7K as of Q3 2013.
  • Advocacy Wealth Management Services left its Sanofi share count unchanged in Q3 2013.
  • Sanofi made up 0.02% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #237 holding.
  • Advocacy Wealth Management Services first reported a position in Sanofi in Q2 2013 and has held it in 2 quarters since.
  • 456 funds tracked by Wall St. Rank held Sanofi as of Q3 2013.

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