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Stifel Nicolaus & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stifel Nicolaus & Co’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$37.9M Sell
1,938,892
-860,932
-31% -$16.5M 0.63% 23
2013
Q2 		$50.9M Buy
+2,799,824
New +$51.3M 0.92% 11

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 31% in Q3 2013, selling an estimated $16.5M and leaving 1,938,892 shares worth $37.9M. The position accounts for 0.63% of the portfolio, ranked #23.

Stifel Nicolaus & Co first reported a position in IWF in Q2 2013 and has held it in 2 quarters since. The position peaked at $50.9M in Q2 2013. 433 funds tracked by Wall St. Rank hold IWF as of Q3 2013.

  • Stifel Nicolaus & Co held 1,938,892 shares of iShares Russell 1000 Growth ETF worth $37.9M as of Q3 2013.
  • Stifel Nicolaus & Co sold 860,932 iShares Russell 1000 Growth ETF shares in Q3 2013, an estimated $16.5M.
  • iShares Russell 1000 Growth ETF made up 0.63% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #23 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares Russell 1000 Growth ETF position peaked at $50.9M in Q2 2013.
  • 433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2013.

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