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Stifel Nicolaus & Co’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Stifel Nicolaus & Co’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$434K Sell
24,040
-111,096
-82% -$2.01M 0.01% 961
2013
Q2 		$2.43M Buy
+135,136
New +$2.7M 0.04% 379

Other funds holding PIE

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 82% in Q3 2013, selling an estimated $2.01M and leaving 24,040 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #961.

Stifel Nicolaus & Co first reported a position in PIE in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.43M in Q2 2013. 44 funds tracked by Wall St. Rank hold PIE as of Q3 2013.

  • Stifel Nicolaus & Co held 24,040 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $434K as of Q3 2013.
  • Stifel Nicolaus & Co sold 111,096 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2013, an estimated $2.01M.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #961 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2.43M in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2013.

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