SFS
PWJ

Signator Financial Services’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Signator Financial Services’s Portfolio PWJ Stock Details PWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$48K Sell
1,785
-710
-28% -$19.1K 0.05% 109
2013
Q2 		$64K Buy
+2,495
New +$64K 0.07% 87

Other funds holding PWJ

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Signator Financial Services reduced its POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) stake by 28% in Q3 2013, selling an estimated $19.1K and leaving 1,785 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #109.

Signator Financial Services first reported a position in PWJ in Q2 2013 and has held it in 2 quarters since. The position peaked at $64K in Q2 2013. 25 funds tracked by Wall St. Rank hold PWJ as of Q3 2013.

  • Signator Financial Services held 1,785 shares of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO worth $48K as of Q3 2013.
  • Signator Financial Services sold 710 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q3 2013, an estimated $19.1K.
  • POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO made up 0.05% of Signator Financial Services's portfolio in Q3 2013, its #109 holding.
  • Signator Financial Services first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $64K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q3 2013.

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