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Stifel Nicolaus & Co’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Stifel Nicolaus & Co’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$13.6M Sell
250,160
-37,416
-13% -$1.95M 0.22% 115
2013
Q2 		$13.9M Buy
+287,576
New +$13.7M 0.25% 109

Other funds holding IJT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 13% in Q3 2013, selling an estimated $1.95M and leaving 250,160 shares worth $13.6M. The position accounts for 0.22% of the portfolio, ranked #115.

Stifel Nicolaus & Co first reported a position in IJT in Q2 2013 and has held it in 2 quarters since. The position peaked at $13.9M in Q2 2013. 194 funds tracked by Wall St. Rank hold IJT as of Q3 2013.

  • Stifel Nicolaus & Co held 250,160 shares of iShares S&P Small-Cap 600 Growth ETF worth $13.6M as of Q3 2013.
  • Stifel Nicolaus & Co sold 37,416 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2013, an estimated $1.95M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.22% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #115 holding.
  • Stifel Nicolaus & Co first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares S&P Small-Cap 600 Growth ETF position peaked at $13.9M in Q2 2013.
  • 194 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2013.

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