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Advocacy Wealth Management Services’s Essential Utilities WTRG Stock Holding History

Advocacy Wealth Management Services’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$15K Hold
625
– – 0.04% 208
2013
Q2 		$16K Buy
+625
New +$15.9K 0.06% 160

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

Advocacy Wealth Management Services held its Essential Utilities (WTRG) position steady in Q3 2013 at 625 shares worth $15K. The position accounts for 0.04% of the portfolio, ranked #208.

Advocacy Wealth Management Services first reported a position in WTRG in Q2 2013 and has held it in 2 quarters since. The position peaked at $16K in Q2 2013. 323 funds tracked by Wall St. Rank hold WTRG as of Q3 2013.

  • Advocacy Wealth Management Services held 625 shares of Essential Utilities worth $15K as of Q3 2013.
  • Advocacy Wealth Management Services left its Essential Utilities share count unchanged in Q3 2013.
  • Essential Utilities made up 0.04% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #208 holding.
  • Advocacy Wealth Management Services first reported a position in Essential Utilities in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's Essential Utilities position peaked at $16K in Q2 2013.
  • 323 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2013.

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