SNC
ASP

Stifel Nicolaus & Co’s AMERN STRATEGIC INCOME PORTFOL ASP Stock Holding History

Stifel Nicolaus & Co’s Portfolio ASP Stock Details ASP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.49M Buy
152,347
+3,935
+3% +$38.6K 0.02% 533
2013
Q2 		$1.55M Buy
+148,412
New +$1.66M 0.03% 497

Other funds holding ASP

GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its AMERN STRATEGIC INCOME PORTFOL (ASP) stake by 2.7% in Q3 2013, buying an estimated $38.6K and bringing the position to 152,347 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #533.

Stifel Nicolaus & Co first reported a position in ASP in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.55M in Q2 2013. 24 funds tracked by Wall St. Rank hold ASP as of Q3 2013.

  • Stifel Nicolaus & Co held 152,347 shares of AMERN STRATEGIC INCOME PORTFOL worth $1.49M as of Q3 2013.
  • Stifel Nicolaus & Co bought 3,935 AMERN STRATEGIC INCOME PORTFOL shares in Q3 2013, an estimated $38.6K.
  • AMERN STRATEGIC INCOME PORTFOL made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #533 holding.
  • Stifel Nicolaus & Co first reported a position in AMERN STRATEGIC INCOME PORTFOL in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's AMERN STRATEGIC INCOME PORTFOL position peaked at $1.55M in Q2 2013.
  • 24 funds tracked by Wall St. Rank held AMERN STRATEGIC INCOME PORTFOL as of Q3 2013.

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