SNC
IWM icon

Stifel Nicolaus & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Stifel Nicolaus & Co’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$21.7M Buy
203,851
+57,673
+39% +$5.97M 0.36% 78
2013
Q2 		$14.2M Buy
+146,178
New +$14M 0.26% 105

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares Russell 2000 ETF (IWM) stake by 39% in Q3 2013, buying an estimated $5.97M and bringing the position to 203,851 shares worth $21.7M. The position accounts for 0.36% of the portfolio, ranked #78.

Stifel Nicolaus & Co first reported a position in IWM in Q2 2013 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

  • Stifel Nicolaus & Co held 203,851 shares of iShares Russell 2000 ETF worth $21.7M as of Q3 2013.
  • Stifel Nicolaus & Co bought 57,673 iShares Russell 2000 ETF shares in Q3 2013, an estimated $5.97M.
  • iShares Russell 2000 ETF made up 0.36% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #78 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 2 quarters since.
  • 662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

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