SNC
EWRM

Stifel Nicolaus & Co’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Stifel Nicolaus & Co’s Portfolio EWRM Stock Details EWRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$876K Sell
20,094
-268
-1% -$11.5K 0.01% 712
2013
Q2 		$820K Buy
+20,362
New +$820K 0.01% 693

Other funds holding EWRM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) stake by 1.3% in Q3 2013, selling an estimated $11.5K and leaving 20,094 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #712.

Stifel Nicolaus & Co first reported a position in EWRM in Q2 2013 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold EWRM as of Q3 2013.

  • Stifel Nicolaus & Co held 20,094 shares of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF worth $876K as of Q3 2013.
  • Stifel Nicolaus & Co sold 268 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q3 2013, an estimated $11.5K.
  • GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #712 holding.
  • Stifel Nicolaus & Co first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q2 2013 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q3 2013.

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