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Signator Financial Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Signator Financial Services’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$84K Hold
2,400
– – 0.08% 77
2013
Q2 		$78K Buy
+2,400
New +$77.6K 0.08% 78

Other funds holding IMCV

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Signator Financial Services held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q3 2013 at 2,400 shares worth $84K. The position accounts for 0.08% of the portfolio, ranked #77.

Signator Financial Services first reported a position in IMCV in Q2 2013 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IMCV as of Q3 2013.

  • Signator Financial Services held 2,400 shares of iShares Morningstar Mid-Cap Value ETF worth $84K as of Q3 2013.
  • Signator Financial Services left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q3 2013.
  • iShares Morningstar Mid-Cap Value ETF made up 0.08% of Signator Financial Services's portfolio in Q3 2013, its #77 holding.
  • Signator Financial Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2013.

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