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

Stifel Nicolaus & Co’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.22M Sell
35,076
-35,348
-50% -$1.21M 0.02% 591
2013
Q2 		$2.29M Buy
+70,424
New +$2.28M 0.04% 393

Other funds holding IWR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares Russell Mid-Cap ETF (IWR) stake by 50% in Q3 2013, selling an estimated $1.21M and leaving 35,076 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #591.

Stifel Nicolaus & Co first reported a position in IWR in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.29M in Q2 2013. 341 funds tracked by Wall St. Rank hold IWR as of Q3 2013.

  • Stifel Nicolaus & Co held 35,076 shares of iShares Russell Mid-Cap ETF worth $1.22M as of Q3 2013.
  • Stifel Nicolaus & Co sold 35,348 iShares Russell Mid-Cap ETF shares in Q3 2013, an estimated $1.21M.
  • iShares Russell Mid-Cap ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #591 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares Russell Mid-Cap ETF position peaked at $2.29M in Q2 2013.
  • 341 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2013.

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