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Stifel Nicolaus & Co’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Stifel Nicolaus & Co’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$681K Sell
11,865
-6,289
-35% -$360K 0.01% 782
2013
Q2 		$992K Buy
+18,154
New +$1,000K 0.02% 630

Other funds holding MGC

VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 35% in Q3 2013, selling an estimated $360K and leaving 11,865 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #782.

Stifel Nicolaus & Co first reported a position in MGC in Q2 2013 and has held it in 2 quarters since. The position peaked at $992K in Q2 2013. 53 funds tracked by Wall St. Rank hold MGC as of Q3 2013.

  • Stifel Nicolaus & Co held 11,865 shares of Vanguard Mega Cap 300 Index ETF worth $681K as of Q3 2013.
  • Stifel Nicolaus & Co sold 6,289 Vanguard Mega Cap 300 Index ETF shares in Q3 2013, an estimated $360K.
  • Vanguard Mega Cap 300 Index ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #782 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Vanguard Mega Cap 300 Index ETF position peaked at $992K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q3 2013.

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