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Stifel Nicolaus & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Stifel Nicolaus & Co’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$43.3M Buy
428,432
+95,006
+28% +$9.52M 0.72% 18
2013
Q2 		$32.1M Buy
+333,426
New +$31.9M 0.58% 34

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares Russell 3000 ETF (IWV) stake by 28% in Q3 2013, buying an estimated $9.52M and bringing the position to 428,432 shares worth $43.3M. The position accounts for 0.72% of the portfolio, ranked #18.

Stifel Nicolaus & Co first reported a position in IWV in Q2 2013 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold IWV as of Q3 2013.

  • Stifel Nicolaus & Co held 428,432 shares of iShares Russell 3000 ETF worth $43.3M as of Q3 2013.
  • Stifel Nicolaus & Co bought 95,006 iShares Russell 3000 ETF shares in Q3 2013, an estimated $9.52M.
  • iShares Russell 3000 ETF made up 0.72% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #18 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2013.

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