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Signator Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Signator Financial Services’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-82
Closed -$8K – 295
2013
Q2 		$8K Buy
+82
New +$7.85K 0.01% 213

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EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Signator Financial Services sold out of iShares Russell 3000 ETF (IWV) in Q3 2013, closing a stake of 82 shares — an estimated $8K sold.

Signator Financial Services first reported a position in IWV in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 204 funds tracked by Wall St. Rank hold IWV as of Q3 2013.

  • Signator Financial Services reported no remaining iShares Russell 3000 ETF position as of Q3 2013 after selling out during the quarter.
  • Signator Financial Services sold 82 iShares Russell 3000 ETF shares in Q3 2013, an estimated $8K.
  • Signator Financial Services first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 1 quarter.
  • Signator Financial Services's iShares Russell 3000 ETF position peaked at $8K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2013.

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