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Signator Financial Services’s Invesco Large Cap Value ETF PWV Stock Holding History

Signator Financial Services’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$170K Sell
6,567
-1,000
-13% -$26.2K 0.17% 51
2013
Q2 		$192K Buy
+7,567
New +$192K 0.21% 45

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Signator Financial Services reduced its Invesco Large Cap Value ETF (PWV) stake by 13% in Q3 2013, selling an estimated $26.2K and leaving 6,567 shares worth $170K. The position accounts for 0.17% of the portfolio, ranked #51.

Signator Financial Services first reported a position in PWV in Q2 2013 and has held it in 2 quarters since. The position peaked at $192K in Q2 2013. 54 funds tracked by Wall St. Rank hold PWV as of Q3 2013.

  • Signator Financial Services held 6,567 shares of Invesco Large Cap Value ETF worth $170K as of Q3 2013.
  • Signator Financial Services sold 1,000 Invesco Large Cap Value ETF shares in Q3 2013, an estimated $26.2K.
  • Invesco Large Cap Value ETF made up 0.17% of Signator Financial Services's portfolio in Q3 2013, its #51 holding.
  • Signator Financial Services first reported a position in Invesco Large Cap Value ETF in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's Invesco Large Cap Value ETF position peaked at $192K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2013.

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