Stifel Nicolaus & Co’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Stifel Nicolaus & Co’s Portfolio ISCV Stock Details ISCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$710K	Buy	+19,494	New	+$706K	0.01%	766

Other funds holding ISCV

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stifel Nicolaus & Co opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2013: 19,494 shares worth $710K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings.

35 funds tracked by Wall St. Rank hold ISCV as of Q3 2013.

Stifel Nicolaus & Co held 19,494 shares of iShares Morningstar Small-Cap Value ETF worth $710K as of Q3 2013.
iShares Morningstar Small-Cap Value ETF was a new Stifel Nicolaus & Co position in Q3 2013.
iShares Morningstar Small-Cap Value ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #766 holding.
35 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2013.

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