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Stifel Nicolaus & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stifel Nicolaus & Co’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.91M Sell
35,377
-367
-1% -$19.3K 0.03% 474
2013
Q2 		$1.79M Buy
+35,744
New +$1.85M 0.03% 461

Other funds holding ACWI

TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Nicolaus & Co's ACWI Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its iShares MSCI ACWI ETF (ACWI) stake by 1% in Q3 2013, selling an estimated $19.3K and leaving 35,377 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #474.

Stifel Nicolaus & Co first reported a position in ACWI in Q2 2013 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold ACWI as of Q3 2013.

  • Stifel Nicolaus & Co held 35,377 shares of iShares MSCI ACWI ETF worth $1.91M as of Q3 2013.
  • Stifel Nicolaus & Co sold 367 iShares MSCI ACWI ETF shares in Q3 2013, an estimated $19.3K.
  • iShares MSCI ACWI ETF made up 0.03% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #474 holding.
  • Stifel Nicolaus & Co first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.