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Stifel Nicolaus & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stifel Nicolaus & Co’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$6.57M Buy
78,626
+2,748
+4% +$228K 0.11% 191
2013
Q2 		$6.34M Buy
+75,878
New +$6.59M 0.11% 180

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q3 2013, buying an estimated $228K and bringing the position to 78,626 shares worth $6.57M. The position accounts for 0.11% of the portfolio, ranked #191.

Stifel Nicolaus & Co first reported a position in BIV in Q2 2013 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold BIV as of Q3 2013.

  • Stifel Nicolaus & Co held 78,626 shares of Vanguard Intermediate-Term Bond ETF worth $6.57M as of Q3 2013.
  • Stifel Nicolaus & Co bought 2,748 Vanguard Intermediate-Term Bond ETF shares in Q3 2013, an estimated $228K.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #191 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2013.

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