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Signator Financial Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Signator Financial Services’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$5K Hold
115
– – ﹤0.01% 249
2013
Q2 		$5K Buy
+115
New +$4.99K 0.01% 246

Other funds holding PYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NES
New England Securities New York $285M AUM 7.18% 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 PYZ Position: Q3 2013 in Review

Signator Financial Services held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q3 2013 at 115 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Signator Financial Services first reported a position in PYZ in Q2 2013 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold PYZ as of Q3 2013.

  • Signator Financial Services held 115 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $5K as of Q3 2013.
  • Signator Financial Services left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q3 2013.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Signator Financial Services's portfolio in Q3 2013, its #249 holding.
  • Signator Financial Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2013 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2013.

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