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SignatureFD’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

SignatureFD’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,200
Closed -$36K – 764
2013
Q3 		$36K Buy
+1,200
New +$34.9K 0.02% 254

Other funds holding ISCB

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

SignatureFD's ISCB Position: Q4 2013 in Review

SignatureFD sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2013, closing a stake of 1,200 shares — an estimated $36K sold.

SignatureFD first reported a position in ISCB in Q3 2013 and held it in 1 quarter. The position peaked at $36K in Q3 2013. 33 funds tracked by Wall St. Rank hold ISCB as of Q4 2013.

  • SignatureFD reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • SignatureFD sold 1,200 iShares Morningstar Small-Cap ETF shares in Q4 2013, an estimated $36K.
  • SignatureFD first reported a position in iShares Morningstar Small-Cap ETF in Q3 2013 and held it in 1 quarter.
  • SignatureFD's iShares Morningstar Small-Cap ETF position peaked at $36K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2013.

Based on SignatureFD's 13F filing for Q4 2013, filed 11 Feb 2014.