SNC
BRY

Stifel Nicolaus & Co’s BERRY PETROLEUM CO CL A BRY Stock Holding History

Stifel Nicolaus & Co’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$380K Buy
8,800
+3,300
+60% +$138K 0.01% 1027
2013
Q2 		$233K Buy
+5,500
New +$250K ﹤0.01% 1211

Other funds holding BRY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VBCP
Vollero Beach Capital Partners New York $255M AUM 50.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its BERRY PETROLEUM CO CL A (BRY) stake by 60% in Q3 2013, buying an estimated $138K and bringing the position to 8,800 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1027.

Stifel Nicolaus & Co first reported a position in BRY in Q2 2013 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold BRY as of Q3 2013.

  • Stifel Nicolaus & Co held 8,800 shares of BERRY PETROLEUM CO CL A worth $380K as of Q3 2013.
  • Stifel Nicolaus & Co bought 3,300 BERRY PETROLEUM CO CL A shares in Q3 2013, an estimated $138K.
  • BERRY PETROLEUM CO CL A made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1027 holding.
  • Stifel Nicolaus & Co first reported a position in BERRY PETROLEUM CO CL A in Q2 2013 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held BERRY PETROLEUM CO CL A as of Q3 2013.

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