SNC
IJK icon

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

Stifel Nicolaus & Co’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$12.7M Sell
364,052
-75,280
-17% -$2.56M 0.21% 121
2013
Q2 		$14.1M Buy
+439,332
New +$14.3M 0.26% 107

Other funds holding IJK

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 17% in Q3 2013, selling an estimated $2.56M and leaving 364,052 shares worth $12.7M. The position accounts for 0.21% of the portfolio, ranked #121.

Stifel Nicolaus & Co first reported a position in IJK in Q2 2013 and has held it in 2 quarters since. The position peaked at $14.1M in Q2 2013. 241 funds tracked by Wall St. Rank hold IJK as of Q3 2013.

  • Stifel Nicolaus & Co held 364,052 shares of iShares S&P Mid-Cap 400 Growth ETF worth $12.7M as of Q3 2013.
  • Stifel Nicolaus & Co sold 75,280 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2013, an estimated $2.56M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.21% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #121 holding.
  • Stifel Nicolaus & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14.1M in Q2 2013.
  • 241 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2013.

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