SFS
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Signator Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Signator Financial Services’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$868K Sell
16,078
-138
-0.9% -$7.36K 0.85% 14
2013
Q2 		$821K Buy
+16,216
New +$820K 0.88% 13

Other funds holding IJJ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Signator Financial Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.85% in Q3 2013, selling an estimated $7.36K and leaving 16,078 shares worth $868K. The position accounts for 0.85% of the portfolio, ranked #14.

Signator Financial Services first reported a position in IJJ in Q2 2013 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold IJJ as of Q3 2013.

  • Signator Financial Services held 16,078 shares of iShares S&P Mid-Cap 400 Value ETF worth $868K as of Q3 2013.
  • Signator Financial Services sold 138 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2013, an estimated $7.36K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.85% of Signator Financial Services's portfolio in Q3 2013, its #14 holding.
  • Signator Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2013.

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