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

Stifel Nicolaus & Co’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$5M Sell
39,727
-78,303
-66% -$9.44M 0.08% 235
2013
Q2 		$13.2M Buy
+118,030
New +$12.9M 0.24% 114

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares Russell 2000 Growth ETF (IWO) stake by 66% in Q3 2013, selling an estimated $9.44M and leaving 39,727 shares worth $5M. The position accounts for 0.08% of the portfolio, ranked #235.

Stifel Nicolaus & Co first reported a position in IWO in Q2 2013 and has held it in 2 quarters since. The position peaked at $13.2M in Q2 2013. 308 funds tracked by Wall St. Rank hold IWO as of Q3 2013.

  • Stifel Nicolaus & Co held 39,727 shares of iShares Russell 2000 Growth ETF worth $5M as of Q3 2013.
  • Stifel Nicolaus & Co sold 78,303 iShares Russell 2000 Growth ETF shares in Q3 2013, an estimated $9.44M.
  • iShares Russell 2000 Growth ETF made up 0.08% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #235 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares Russell 2000 Growth ETF position peaked at $13.2M in Q2 2013.
  • 308 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2013.

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