SNC
MITT

Stifel Nicolaus & Co’s TPG Mortgage Investment Trust MITT Stock Holding History

Stifel Nicolaus & Co’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,277
Closed -$241K – 1511
2013
Q2 		$241K Buy
+4,277
New +$304K ﹤0.01% 1199

Other funds holding MITT

1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stifel Nicolaus & Co sold out of TPG Mortgage Investment Trust (MITT) in Q3 2013, closing a stake of 4,277 shares — an estimated $241K sold.

Stifel Nicolaus & Co first reported a position in MITT in Q2 2013 and held it in 1 quarter. The position peaked at $241K in Q2 2013. 104 funds tracked by Wall St. Rank hold MITT as of Q3 2013.

  • Stifel Nicolaus & Co reported no remaining TPG Mortgage Investment Trust position as of Q3 2013 after selling out during the quarter.
  • Stifel Nicolaus & Co sold 4,277 TPG Mortgage Investment Trust shares in Q3 2013, an estimated $241K.
  • Stifel Nicolaus & Co first reported a position in TPG Mortgage Investment Trust in Q2 2013 and held it in 1 quarter.
  • Stifel Nicolaus & Co's TPG Mortgage Investment Trust position peaked at $241K in Q2 2013.
  • 104 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2013.

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