SFS
BSP

Signator Financial Services’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Signator Financial Services’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$18K Hold
2,224
– – 0.02% 156
2013
Q2 		$18K Buy
+2,224
New +$19.5K 0.02% 153

Other funds holding BSP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Signator Financial Services's BSP Position: Q3 2013 in Review

Signator Financial Services held its AMERN STRATEGIC INCM PORTF II (BSP) position steady in Q3 2013 at 2,224 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #156.

Signator Financial Services first reported a position in BSP in Q2 2013 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold BSP as of Q3 2013.

  • Signator Financial Services held 2,224 shares of AMERN STRATEGIC INCM PORTF II worth $18K as of Q3 2013.
  • Signator Financial Services left its AMERN STRATEGIC INCM PORTF II share count unchanged in Q3 2013.
  • AMERN STRATEGIC INCM PORTF II made up 0.02% of Signator Financial Services's portfolio in Q3 2013, its #156 holding.
  • Signator Financial Services first reported a position in AMERN STRATEGIC INCM PORTF II in Q2 2013 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.