SNC
HDV

Stifel Nicolaus & Co’s iShares Core High Dividend ETF HDV Stock Holding History

Stifel Nicolaus & Co’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.01M Buy
151,535
+1,270
+0.8% +$17.2K 0.03% 463
2013
Q2 		$1.99M Buy
+150,265
New +$2.03M 0.04% 430

Other funds holding HDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares Core High Dividend ETF (HDV) stake by 0.85% in Q3 2013, buying an estimated $17.2K and bringing the position to 151,535 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #463.

Stifel Nicolaus & Co first reported a position in HDV in Q2 2013 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold HDV as of Q3 2013.

  • Stifel Nicolaus & Co held 151,535 shares of iShares Core High Dividend ETF worth $2.01M as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,270 iShares Core High Dividend ETF shares in Q3 2013, an estimated $17.2K.
  • iShares Core High Dividend ETF made up 0.03% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #463 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Core High Dividend ETF in Q2 2013 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2013.

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