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

Stifel Nicolaus & Co’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$4.94M Sell
53,915
-97,732
-64% -$8.81M 0.08% 239
2013
Q2 		$13M Buy
+151,647
New +$12.8M 0.24% 116

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares Russell 2000 Value ETF (IWN) stake by 64% in Q3 2013, selling an estimated $8.81M and leaving 53,915 shares worth $4.94M. The position accounts for 0.08% of the portfolio, ranked #239.

Stifel Nicolaus & Co first reported a position in IWN in Q2 2013 and has held it in 2 quarters since. The position peaked at $13M in Q2 2013. 328 funds tracked by Wall St. Rank hold IWN as of Q3 2013.

  • Stifel Nicolaus & Co held 53,915 shares of iShares Russell 2000 Value ETF worth $4.94M as of Q3 2013.
  • Stifel Nicolaus & Co sold 97,732 iShares Russell 2000 Value ETF shares in Q3 2013, an estimated $8.81M.
  • iShares Russell 2000 Value ETF made up 0.08% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #239 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares Russell 2000 Value ETF position peaked at $13M in Q2 2013.
  • 328 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2013.

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