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Stifel Nicolaus & Co’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Stifel Nicolaus & Co’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.71M Sell
80,177
-8,033
-9% -$264K 0.04% 383
2013
Q2 		$2.75M Buy
+88,210
New +$2.78M 0.05% 346

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 9.1% in Q3 2013, selling an estimated $264K and leaving 80,177 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #383.

Stifel Nicolaus & Co first reported a position in PDP in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.75M in Q2 2013. 65 funds tracked by Wall St. Rank hold PDP as of Q3 2013.

  • Stifel Nicolaus & Co held 80,177 shares of Invesco Dorsey Wright Momentum ETF worth $2.71M as of Q3 2013.
  • Stifel Nicolaus & Co sold 8,033 Invesco Dorsey Wright Momentum ETF shares in Q3 2013, an estimated $264K.
  • Invesco Dorsey Wright Momentum ETF made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #383 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Invesco Dorsey Wright Momentum ETF position peaked at $2.75M in Q2 2013.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2013.

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