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Stifel Nicolaus & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Stifel Nicolaus & Co’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.62M Sell
15,485
-10,117
-40% -$1.71M 0.04% 392
2013
Q2 		$4.12M Buy
+25,602
New +$4.15M 0.07% 248

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares Core S&P 500 ETF (IVV) stake by 40% in Q3 2013, selling an estimated $1.71M and leaving 15,485 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #392.

Stifel Nicolaus & Co first reported a position in IVV in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.12M in Q2 2013. 557 funds tracked by Wall St. Rank hold IVV as of Q3 2013.

  • Stifel Nicolaus & Co held 15,485 shares of iShares Core S&P 500 ETF worth $2.62M as of Q3 2013.
  • Stifel Nicolaus & Co sold 10,117 iShares Core S&P 500 ETF shares in Q3 2013, an estimated $1.71M.
  • iShares Core S&P 500 ETF made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #392 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares Core S&P 500 ETF position peaked at $4.12M in Q2 2013.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2013.

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