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Signator Financial Services’s iShares US Technology ETF IYW Stock Holding History

Signator Financial Services’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$9K Hold
480
– – 0.01% 206
2013
Q2 		$9K Buy
+480
New +$8.92K 0.01% 202

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

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

Signator Financial Services held its iShares US Technology ETF (IYW) position steady in Q3 2013 at 480 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #206.

Signator Financial Services first reported a position in IYW in Q2 2013 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold IYW as of Q3 2013.

  • Signator Financial Services held 480 shares of iShares US Technology ETF worth $9K as of Q3 2013.
  • Signator Financial Services left its iShares US Technology ETF share count unchanged in Q3 2013.
  • iShares US Technology ETF made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #206 holding.
  • Signator Financial Services first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2013.

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