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Stifel Nicolaus & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Stifel Nicolaus & Co’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$7.05M Buy
130,542
+6,614
+5% +$353K 0.12% 182
2013
Q2 		$6.28M Buy
+123,928
New +$6.27M 0.11% 183

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.3% in Q3 2013, buying an estimated $353K and bringing the position to 130,542 shares worth $7.05M. The position accounts for 0.12% of the portfolio, ranked #182.

Stifel Nicolaus & Co first reported a position in IJJ in Q2 2013 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold IJJ as of Q3 2013.

  • Stifel Nicolaus & Co held 130,542 shares of iShares S&P Mid-Cap 400 Value ETF worth $7.05M as of Q3 2013.
  • Stifel Nicolaus & Co bought 6,614 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2013, an estimated $353K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #182 holding.
  • Stifel Nicolaus & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2013.

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