SNC
CSD icon

Stifel Nicolaus & Co’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Stifel Nicolaus & Co’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$555K Buy
13,509
+4,598
+52% +$180K 0.01% 860
2013
Q2 		$329K Buy
+8,911
New +$323K 0.01% 1042

Other funds holding CSD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its Invesco S&P Spin-Off ETF (CSD) stake by 52% in Q3 2013, buying an estimated $180K and bringing the position to 13,509 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #860.

Stifel Nicolaus & Co first reported a position in CSD in Q2 2013 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold CSD as of Q3 2013.

  • Stifel Nicolaus & Co held 13,509 shares of Invesco S&P Spin-Off ETF worth $555K as of Q3 2013.
  • Stifel Nicolaus & Co bought 4,598 Invesco S&P Spin-Off ETF shares in Q3 2013, an estimated $180K.
  • Invesco S&P Spin-Off ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #860 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco S&P Spin-Off ETF in Q2 2013 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2013.

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