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Signator Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Signator Financial Services’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$12K Sell
149
-1
-0.7% -$79 0.01% 182
2013
Q2 		$11K Buy
+150
New +$11.4K 0.01% 186

Other funds holding IVE

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Signator Financial Services reduced its iShares S&P 500 Value ETF (IVE) stake by 0.67% in Q3 2013, selling an estimated $79 and leaving 149 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #182.

Signator Financial Services first reported a position in IVE in Q2 2013 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold IVE as of Q3 2013.

  • Signator Financial Services held 149 shares of iShares S&P 500 Value ETF worth $12K as of Q3 2013.
  • Signator Financial Services sold 1 iShares S&P 500 Value ETF share in Q3 2013, an estimated $79.
  • iShares S&P 500 Value ETF made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #182 holding.
  • Signator Financial Services first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2013.

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