AWMS
WHX

Advocacy Wealth Management Services’s WHITING USA TRUST I UNITS OF BENE INT WHX Stock Holding History

Advocacy Wealth Management Services’s Portfolio WHX Stock Details WHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3K Hold
750
– – 0.01% 268
2013
Q2 		$3K Buy
+750
New +$4.44K 0.01% 225

Other funds holding WHX

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BL
Bolton LP Greenwich, Connecticut $259M AUM 30.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Advocacy Wealth Management Services held its WHITING USA TRUST I UNITS OF BENE INT (WHX) position steady in Q3 2013 at 750 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #268.

Advocacy Wealth Management Services first reported a position in WHX in Q2 2013 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold WHX as of Q3 2013.

  • Advocacy Wealth Management Services held 750 shares of WHITING USA TRUST I UNITS OF BENE INT worth $3K as of Q3 2013.
  • Advocacy Wealth Management Services left its WHITING USA TRUST I UNITS OF BENE INT share count unchanged in Q3 2013.
  • WHITING USA TRUST I UNITS OF BENE INT made up 0.01% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #268 holding.
  • Advocacy Wealth Management Services first reported a position in WHITING USA TRUST I UNITS OF BENE INT in Q2 2013 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held WHITING USA TRUST I UNITS OF BENE INT as of Q3 2013.

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