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Stifel Nicolaus & Co’s Invesco IVZ Stock Holding History

Stifel Nicolaus & Co’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$537K Buy
16,840
+5,441
+48% +$174K 0.01% 870
2013
Q2 		$362K Buy
+11,399
New +$365K 0.01% 991

Other funds holding IVZ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its Invesco (IVZ) stake by 48% in Q3 2013, buying an estimated $174K and bringing the position to 16,840 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #870.

Stifel Nicolaus & Co first reported a position in IVZ in Q2 2013 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold IVZ as of Q3 2013.

  • Stifel Nicolaus & Co held 16,840 shares of Invesco worth $537K as of Q3 2013.
  • Stifel Nicolaus & Co bought 5,441 Invesco shares in Q3 2013, an estimated $174K.
  • Invesco made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #870 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco in Q2 2013 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Invesco as of Q3 2013.

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