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Advocacy Wealth Management Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Advocacy Wealth Management Services’s Portfolio TFI Stock Details TFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$52K Hold
1,146
– – 0.14% 109
2013
Q2 		$52K Buy
+1,146
New +$54.7K 0.21% 86

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Deutsche Bank
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Envestnet Asset Management
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KIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Advocacy Wealth Management Services held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q3 2013 at 1,146 shares worth $52K. The position accounts for 0.14% of the portfolio, ranked #109.

Advocacy Wealth Management Services first reported a position in TFI in Q2 2013 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold TFI as of Q3 2013.

  • Advocacy Wealth Management Services held 1,146 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $52K as of Q3 2013.
  • Advocacy Wealth Management Services left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q3 2013.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.14% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #109 holding.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2013.

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