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Signator Financial Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Signator Financial Services’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$5K Hold
100
– – ﹤0.01% 248
2013
Q2 		$5K Buy
+100
New +$4.87K 0.01% 245

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TT
Tower Trust Fort Wayne, Indiana $159M AUM 18.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Signator Financial Services held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q3 2013 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Signator Financial Services first reported a position in PXI in Q2 2013 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold PXI as of Q3 2013.

  • Signator Financial Services held 100 shares of Invesco Dorsey Wright Energy Momentum ETF worth $5K as of Q3 2013.
  • Signator Financial Services left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q3 2013.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Signator Financial Services's portfolio in Q3 2013, its #248 holding.
  • Signator Financial Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2013.

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