Advocacy Wealth Management Services’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Advocacy Wealth Management Services’s Portfolio WFC.PRJ.CL Stock Details WFC.PRJ.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$8K	Buy	+295	New	+$8.44K	0.02%	232

Other funds holding WFC.PRJ.CL

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Advocacy Wealth Management Services's WFC.PRJ.CL Position: Q3 2013 in Review

Advocacy Wealth Management Services opened a new position in Wells Fargo & Company (WFC.PRJ.CL) in Q3 2013: 295 shares worth $8K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings.

28 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q3 2013.

Advocacy Wealth Management Services held 295 shares of Wells Fargo & Company worth $8K as of Q3 2013.
Wells Fargo & Company was a new Advocacy Wealth Management Services position in Q3 2013.
Wells Fargo & Company made up 0.02% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #232 holding.
28 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q3 2013.

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