SI
NFO

Stephens Inc’s Invesco Insider Sentiment ETF NFO Stock Holding History

Stephens Inc’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19,152
Closed -$898K – 939
2013
Q4 		$898K Hold
19,152
– – 0.04% 357
2013
Q3 		$820K Buy
+19,152
New +$811K 0.04% 360

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc's NFO Position: Q1 2014 in Review

Stephens Inc sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2014, closing a stake of 19,152 shares — an estimated $898K sold.

Stephens Inc first reported a position in NFO in Q3 2013 and held it in 2 quarters. The position peaked at $898K in Q4 2013. 37 funds tracked by Wall St. Rank hold NFO as of Q1 2014.

  • Stephens Inc reported no remaining Invesco Insider Sentiment ETF position as of Q1 2014 after selling out during the quarter.
  • Stephens Inc sold 19,152 Invesco Insider Sentiment ETF shares in Q1 2014, an estimated $898K.
  • Stephens Inc first reported a position in Invesco Insider Sentiment ETF in Q3 2013 and held it in 2 quarters.
  • Stephens Inc's Invesco Insider Sentiment ETF position peaked at $898K in Q4 2013.
  • 37 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2014.

Based on Stephens Inc's 13F filing for Q1 2014, filed 13 May 2014.