SFS
PWP

Signator Financial Services’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Signator Financial Services’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$53K Sell
2,315
-910
-28% -$20.8K 0.05% 104
2013
Q2 		$68K Buy
+3,225
New +$68K 0.07% 82

Other funds holding PWP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

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

Signator Financial Services reduced its POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) stake by 28% in Q3 2013, selling an estimated $20.8K and leaving 2,315 shares worth $53K. The position accounts for 0.05% of the portfolio, ranked #104.

Signator Financial Services first reported a position in PWP in Q2 2013 and has held it in 2 quarters since. The position peaked at $68K in Q2 2013. 16 funds tracked by Wall St. Rank hold PWP as of Q3 2013.

  • Signator Financial Services held 2,315 shares of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO worth $53K as of Q3 2013.
  • Signator Financial Services sold 910 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q3 2013, an estimated $20.8K.
  • POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO made up 0.05% of Signator Financial Services's portfolio in Q3 2013, its #104 holding.
  • Signator Financial Services first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $68K in Q2 2013.
  • 16 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q3 2013.

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