SFM
RESP

Signet Financial Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Signet Financial Management’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,645
Closed -$89K – 887
2018
Q3 		$89K Hold
2,645
– – 0.02% 331
2018
Q2 		$84K Sell
2,645
-760
-22% -$24K 0.01% 327
2018
Q1 		$106K Buy
+3,405
New +$110K 0.02% 283

Other funds holding RESP

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Signet Financial Management's RESP Position: Q4 2018 in Review

Signet Financial Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q4 2018, closing a stake of 2,645 shares — an estimated $89K sold.

Signet Financial Management first reported a position in RESP in Q1 2018 and held it in 3 quarters. The position peaked at $106K in Q1 2018. 32 funds tracked by Wall St. Rank hold RESP as of Q4 2018.

  • Signet Financial Management reported no remaining WisdomTree U.S. ESG Fund position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 2,645 WisdomTree U.S. ESG Fund shares in Q4 2018, an estimated $89K.
  • Signet Financial Management first reported a position in WisdomTree U.S. ESG Fund in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's WisdomTree U.S. ESG Fund position peaked at $106K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.