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Stifel Nicolaus & Co’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Stifel Nicolaus & Co’s Portfolio DWAS Stock Details DWAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.32M Buy
89,775
+13,449
+18% +$477K 0.05% 326
2013
Q2 		$2.49M Buy
+76,326
New +$2.43M 0.05% 374

Other funds holding DWAS

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 18% in Q3 2013, buying an estimated $477K and bringing the position to 89,775 shares worth $3.32M. The position accounts for 0.05% of the portfolio, ranked #326.

Stifel Nicolaus & Co first reported a position in DWAS in Q2 2013 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold DWAS as of Q3 2013.

  • Stifel Nicolaus & Co held 89,775 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $3.32M as of Q3 2013.
  • Stifel Nicolaus & Co bought 13,449 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2013, an estimated $477K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #326 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2013 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2013.

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