SFS
IWD icon

Signator Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Signator Financial Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.38M Sell
27,398
-632
-2% -$54.8K 2.34% 5
2013
Q2 		$2.35M Buy
+28,030
New +$2.34M 2.52% 5

Other funds holding IWD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Signator Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q3 2013, selling an estimated $54.8K and leaving 27,398 shares worth $2.38M. The position accounts for 2.34% of the portfolio, ranked #5.

Signator Financial Services first reported a position in IWD in Q2 2013 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold IWD as of Q3 2013.

  • Signator Financial Services held 27,398 shares of iShares Russell 1000 Value ETF worth $2.38M as of Q3 2013.
  • Signator Financial Services sold 632 iShares Russell 1000 Value ETF shares in Q3 2013, an estimated $54.8K.
  • iShares Russell 1000 Value ETF made up 2.34% of Signator Financial Services's portfolio in Q3 2013, its #5 holding.
  • Signator Financial Services first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2013.

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