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Signator Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Signator Financial Services’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$93K Hold
4,200
– – 0.09% 69
2013
Q2 		$84K Buy
+4,200
New +$84.2K 0.09% 75

Other funds holding IMCG

SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Signator Financial Services held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2013 at 4,200 shares worth $93K. The position accounts for 0.09% of the portfolio, ranked #69.

Signator Financial Services first reported a position in IMCG in Q2 2013 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold IMCG as of Q3 2013.

  • Signator Financial Services held 4,200 shares of iShares Morningstar Mid-Cap Growth ETF worth $93K as of Q3 2013.
  • Signator Financial Services left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2013.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Signator Financial Services's portfolio in Q3 2013, its #69 holding.
  • Signator Financial Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2013.

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