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The Rise and Fall of Signature Financial Management: How Q4 2018 Holdings Stack Up Against Q3

Ava Hoppe | 3 May, 2023

Signature Financial Management, Inc. has recently released its 13F holdings report for Q4 2018, and the results are in. As investors look for insights into the company's performance, the report provides a comprehensive overview of the changes in holdings and the impact of these changes on the company's value.

The report offers a fascinating glimpse into the top holdings of the company, as well as the most significant increases and decreases in holdings between Q3 2018 to Q4 2018. For investors, this information can provide valuable insights and help inform future investment decisions.

One of the most striking changes in the report is the significant increase in the number of shares held in SPDR S&P 500 ETF TR (SPY), from 285,990 in Q3 2018 to 395,024 in Q4 2018, representing an 18.7% increase in the value of the shares held. This increase is indicative of the growing popularity of passive investment strategies, and the strong performance of the S&P 500 in recent years.

However, not all holdings saw a significant increase in value. The report shows that holdings in Vanguard Intl Equity Index F (VT) dropped by 69.1%, with the number of shares held declining from 677,065 in Q3 2018 to 241,897 in Q4 2018. This decrease is reflective of the volatility in international markets during the period, as well as the impact of ongoing trade tensions between the US and China.

Another major change in holdings was the addition of 391,433 shares of Sonoco Prods Co (SON) to the company's portfolio, which had not previously been included in Q3 2018. This addition is indicative of the company's ongoing efforts to diversify its holdings and explore new investment opportunities.

In terms of sectors, the report shows that the financial sector continued to be a significant area of investment for Signature Financial Management, with Select Sector SPDR TR (XLF), Schwab Strategic TR (SCHE), and Schwab Strategic TR (SCHF) all featuring prominently in the report.

Overall, the Q4 2018 holdings report offers a fascinating insight into the changes in investment strategy at Signature Financial Management. While some holdings saw significant increases, others experienced a decline in value, reflecting the ongoing volatility and uncertainty in global markets. As investors look to the future, it will be interesting to see how these changes in holdings shape the company's performance and prospects.

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