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Stifel Nicolaus & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stifel Nicolaus & Co’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.44M Sell
36,900
-101,432
-73% -$3.87M 0.02% 542
2013
Q2 		$4.96M Buy
+138,332
New +$4.94M 0.09% 214

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 73% in Q3 2013, selling an estimated $3.87M and leaving 36,900 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #542.

Stifel Nicolaus & Co first reported a position in IWP in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.96M in Q2 2013. 235 funds tracked by Wall St. Rank hold IWP as of Q3 2013.

  • Stifel Nicolaus & Co held 36,900 shares of iShares Russell Mid-Cap Growth ETF worth $1.44M as of Q3 2013.
  • Stifel Nicolaus & Co sold 101,432 iShares Russell Mid-Cap Growth ETF shares in Q3 2013, an estimated $3.87M.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #542 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares Russell Mid-Cap Growth ETF position peaked at $4.96M in Q2 2013.
  • 235 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2013.

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