AWMS
WNA.PR.CL

Advocacy Wealth Management Services’s WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA WNA.PR.CL Stock Holding History

Advocacy Wealth Management Services’s Portfolio WNA.PR.CL Stock Details WNA.PR.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$26K Hold
1,000
– – 0.07% 164
2013
Q2 		$27K Buy
+1,000
New +$27.7K 0.11% 122

Other funds holding WNA.PR.CL

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Advocacy Wealth Management Services's WNA.PR.CL Position: Q3 2013 in Review

Advocacy Wealth Management Services held its WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA (WNA.PR.CL) position steady in Q3 2013 at 1,000 shares worth $26K. The position accounts for 0.07% of the portfolio, ranked #164.

Advocacy Wealth Management Services first reported a position in WNA.PR.CL in Q2 2013 and has held it in 2 quarters since. The position peaked at $27K in Q2 2013. 9 funds tracked by Wall St. Rank hold WNA.PR.CL as of Q3 2013.

  • Advocacy Wealth Management Services held 1,000 shares of WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA worth $26K as of Q3 2013.
  • Advocacy Wealth Management Services left its WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA share count unchanged in Q3 2013.
  • WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA made up 0.07% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #164 holding.
  • Advocacy Wealth Management Services first reported a position in WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA position peaked at $27K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held WACHOVIA PFD FUNDING CORP PERP PFD SECS SERA as of Q3 2013.

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