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Stifel Nicolaus & Co’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stifel Nicolaus & Co’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.14M Buy
20,995
+12,918
+160% +$671K 0.02% 622
2013
Q2 		$391K Buy
+8,077
New +$415K 0.01% 959

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares MSCI EAFE Value ETF (EFV) stake by 160% in Q3 2013, buying an estimated $671K and bringing the position to 20,995 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #622.

Stifel Nicolaus & Co first reported a position in EFV in Q2 2013 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold EFV as of Q3 2013.

  • Stifel Nicolaus & Co held 20,995 shares of iShares MSCI EAFE Value ETF worth $1.14M as of Q3 2013.
  • Stifel Nicolaus & Co bought 12,918 iShares MSCI EAFE Value ETF shares in Q3 2013, an estimated $671K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #622 holding.
  • Stifel Nicolaus & Co first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2013.

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