SNC
BZF

Stifel Nicolaus & Co’s WisdomTree Brazilian Real Strategy Fund BZF Stock Holding History

Stifel Nicolaus & Co’s Portfolio BZF Stock Details BZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$986K Sell
54,428
-4,166
-7% -$72.5K 0.02% 677
2013
Q2 		$1.03M Buy
+58,594
New +$1.11M 0.02% 616

Other funds holding BZF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its WisdomTree Brazilian Real Strategy Fund (BZF) stake by 7.1% in Q3 2013, selling an estimated $72.5K and leaving 54,428 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #677.

Stifel Nicolaus & Co first reported a position in BZF in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.03M in Q2 2013. 18 funds tracked by Wall St. Rank hold BZF as of Q3 2013.

  • Stifel Nicolaus & Co held 54,428 shares of WisdomTree Brazilian Real Strategy Fund worth $986K as of Q3 2013.
  • Stifel Nicolaus & Co sold 4,166 WisdomTree Brazilian Real Strategy Fund shares in Q3 2013, an estimated $72.5K.
  • WisdomTree Brazilian Real Strategy Fund made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #677 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree Brazilian Real Strategy Fund in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's WisdomTree Brazilian Real Strategy Fund position peaked at $1.03M in Q2 2013.
  • 18 funds tracked by Wall St. Rank held WisdomTree Brazilian Real Strategy Fund as of Q3 2013.

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