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Stifel Nicolaus & Co’s Carriage Services CSV Stock Holding History

Stifel Nicolaus & Co’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.39M Sell
71,691
-792
-1% -$14.6K 0.02% 550
2013
Q2 		$1.23M Buy
+72,483
New +$1.32M 0.02% 559

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Carriage Services (CSV) stake by 1.1% in Q3 2013, selling an estimated $14.6K and leaving 71,691 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #550.

Stifel Nicolaus & Co first reported a position in CSV in Q2 2013 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold CSV as of Q3 2013.

  • Stifel Nicolaus & Co held 71,691 shares of Carriage Services worth $1.39M as of Q3 2013.
  • Stifel Nicolaus & Co sold 792 Carriage Services shares in Q3 2013, an estimated $14.6K.
  • Carriage Services made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #550 holding.
  • Stifel Nicolaus & Co first reported a position in Carriage Services in Q2 2013 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Carriage Services as of Q3 2013.

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