SFS
PWT

Signator Financial Services’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Signator Financial Services’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$44K Sell
2,004
-805
-29% -$17.7K 0.04% 115
2013
Q2 		$57K Buy
+2,809
New +$57K 0.06% 97

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Signator Financial Services reduced its POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) stake by 29% in Q3 2013, selling an estimated $17.7K and leaving 2,004 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #115.

Signator Financial Services first reported a position in PWT in Q2 2013 and has held it in 2 quarters since. The position peaked at $57K in Q2 2013. 14 funds tracked by Wall St. Rank hold PWT as of Q3 2013.

  • Signator Financial Services held 2,004 shares of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO worth $44K as of Q3 2013.
  • Signator Financial Services sold 805 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q3 2013, an estimated $17.7K.
  • POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO made up 0.04% of Signator Financial Services's portfolio in Q3 2013, its #115 holding.
  • Signator Financial Services first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $57K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q3 2013.

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