ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

3350 RIVERWOOD PARKWAY, ATLANTA, Georgia, 30339, (404) 262-9283

Report Date: 09/30/2013

Position Statistics

Total Positions 281
New Positions 75
Increased Positions 140
Decreased Positions 40
Positions with Activity 180
Sold Out Positions 0
Total Mkt Value (in $ millions) 40

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.81%
Capital Goods 1.2%
Conglomerates 0.05%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.92%
Energy 12.17%
Financial 62.76%
Healthcare 3.68%
Services 5.85%
Technology 3.5%
Transportation 1.41%
Utilities 3.57%

281 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
INDEXIQ ETF TR IQ REAL RTN ETF 13 -213 (94.12) 500
ARES CAP CORP COM 3 -16 (83.33) 200
ISHARES TR CORE S&P500 ETF 213 -323 (60.26) 1,055
ISHARES NAT AMT FREE BD 16 -22 (57.14) 150
EQUITY COMWLTH COM SH BEN INT 20 -26 (56.18) 780
MV OIL TR TR UNITS 84 -63 (42.86) 3,200
CAPITAL PRODUCT PARTNERS L P COM UNIT LP 96 -72 (42.81) 9,350
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 5 -4 (42.11) 286
LEGACY RESVS LP UNIT LP INT 45 -30 (39.79) 1,513
RENTECH NITROGEN PARTNERS L P COM UNIT 48 -28 (37.17) 3,550
CVR PARTNERS LP COM 65 -38 (36.85) 4,370
RHINO RESOURCE PARTNERS LP COM UNIT REPST 106 -56 (34.78) 9,000
QR ENERGY LP UNIT LTD PRTNS 140 -71 (33.76) 6,670
FERRELLGAS PARTNERS L.P. UNIT LTD PART 653 -289 (30.68) 23,495
HI-CRUSH PARTNERS LP COM UNIT LTD 288 -118 (29.13) 4,500
KKR & CO L P DEL COM UNITS 185 -73 (28.19) 8,150
SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 128 -39 (23.18) 2,900
ROYAL DUTCH SHELL PLC SPONS ADR A 134 -40 (22.84) 1,713
LINN ENERGY LLC UNIT LTD LIAB 219 -59 (21.14) 7,093
ENBRIDGE ENERGY PARTNERS L P COM 59 -15 (19.75) 1,625