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Advocacy Wealth Management Services’s Toyota TM Stock Holding History

Advocacy Wealth Management Services’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$7K Hold
55
– – 0.02% 238
2013
Q2 		$7K Buy
+55
New +$6.42K 0.03% 197

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Advocacy Wealth Management Services held its Toyota (TM) position steady in Q3 2013 at 55 shares worth $7K. The position accounts for 0.02% of the portfolio, ranked #238.

Advocacy Wealth Management Services first reported a position in TM in Q2 2013 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold TM as of Q3 2013.

  • Advocacy Wealth Management Services held 55 shares of Toyota worth $7K as of Q3 2013.
  • Advocacy Wealth Management Services left its Toyota share count unchanged in Q3 2013.
  • Toyota made up 0.02% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #238 holding.
  • Advocacy Wealth Management Services first reported a position in Toyota in Q2 2013 and has held it in 2 quarters since.
  • 330 funds tracked by Wall St. Rank held Toyota as of Q3 2013.

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