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Signator Financial Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Signator Financial Services’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$70K Hold
3,390
– – 0.07% 87
2013
Q2 		$62K Buy
+3,390
New +$59.6K 0.07% 89

Other funds holding ISCG

CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 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
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Signator Financial Services held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q3 2013 at 3,390 shares worth $70K. The position accounts for 0.07% of the portfolio, ranked #87.

Signator Financial Services first reported a position in ISCG in Q2 2013 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ISCG as of Q3 2013.

  • Signator Financial Services held 3,390 shares of iShares Morningstar Small-Cap Growth ETF worth $70K as of Q3 2013.
  • Signator Financial Services left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q3 2013.
  • iShares Morningstar Small-Cap Growth ETF made up 0.07% of Signator Financial Services's portfolio in Q3 2013, its #87 holding.
  • Signator Financial Services first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2013.

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