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Signator Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Signator Financial Services’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$67K Sell
1,718
-2
-0.1% -$76 0.07% 91
2013
Q2 		$62K Buy
+1,720
New +$61.5K 0.07% 90

Other funds holding IWP

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Signator Financial Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q3 2013, selling an estimated $76 and leaving 1,718 shares worth $67K. The position accounts for 0.07% of the portfolio, ranked #91.

Signator Financial Services first reported a position in IWP in Q2 2013 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold IWP as of Q3 2013.

  • Signator Financial Services held 1,718 shares of iShares Russell Mid-Cap Growth ETF worth $67K as of Q3 2013.
  • Signator Financial Services sold 2 iShares Russell Mid-Cap Growth ETF shares in Q3 2013, an estimated $76.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Signator Financial Services's portfolio in Q3 2013, its #91 holding.
  • Signator Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2013.

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