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Stifel Nicolaus & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Stifel Nicolaus & Co’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.76M Buy
55,404
+7,862
+17% +$380K 0.05% 382
2013
Q2 		$2.15M Buy
+47,542
New +$2.11M 0.04% 410

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q3 2013, buying an estimated $380K and bringing the position to 55,404 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #382.

Stifel Nicolaus & Co first reported a position in IJR in Q2 2013 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold IJR as of Q3 2013.

  • Stifel Nicolaus & Co held 55,404 shares of iShares Core S&P Small-Cap ETF worth $2.76M as of Q3 2013.
  • Stifel Nicolaus & Co bought 7,862 iShares Core S&P Small-Cap ETF shares in Q3 2013, an estimated $380K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #382 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2013.

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