SFS
PWY

Signator Financial Services’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Signator Financial Services’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$42K Sell
1,893
-700
-27% -$15.5K 0.04% 117
2013
Q2 		$53K Buy
+2,593
New +$53K 0.06% 101

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

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

Signator Financial Services reduced its POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) stake by 27% in Q3 2013, selling an estimated $15.5K and leaving 1,893 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #117.

Signator Financial Services first reported a position in PWY in Q2 2013 and has held it in 2 quarters since. The position peaked at $53K in Q2 2013. 20 funds tracked by Wall St. Rank hold PWY as of Q3 2013.

  • Signator Financial Services held 1,893 shares of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO worth $42K as of Q3 2013.
  • Signator Financial Services sold 700 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q3 2013, an estimated $15.5K.
  • POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO made up 0.04% of Signator Financial Services's portfolio in Q3 2013, its #117 holding.
  • Signator Financial Services first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $53K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q3 2013.

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