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Stifel Nicolaus & Co’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Stifel Nicolaus & Co’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$239K Sell
6,544
-19,860
-75% -$713K ﹤0.01% 1266
2013
Q2 		$925K Buy
+26,404
New +$930K 0.02% 653

Other funds holding KBWP

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFS
KMS Financial Services Seattle, Washington $713M AUM 14.21% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 75% in Q3 2013, selling an estimated $713K and leaving 6,544 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Stifel Nicolaus & Co first reported a position in KBWP in Q2 2013 and has held it in 2 quarters since. The position peaked at $925K in Q2 2013. 15 funds tracked by Wall St. Rank hold KBWP as of Q3 2013.

  • Stifel Nicolaus & Co held 6,544 shares of Invesco KBW Property & Casualty Insurance ETF worth $239K as of Q3 2013.
  • Stifel Nicolaus & Co sold 19,860 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2013, an estimated $713K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1266 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Invesco KBW Property & Casualty Insurance ETF position peaked at $925K in Q2 2013.
  • 15 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2013.

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