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Stifel Nicolaus & Co’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Stifel Nicolaus & Co’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.23M Sell
49,221
-62,711
-56% -$1.45M 0.02% 588
2013
Q2 		$2.36M Buy
+111,932
New +$2.44M 0.04% 387

Other funds holding PIZ

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 56% in Q3 2013, selling an estimated $1.45M and leaving 49,221 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #588.

Stifel Nicolaus & Co first reported a position in PIZ in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.36M in Q2 2013. 48 funds tracked by Wall St. Rank hold PIZ as of Q3 2013.

  • Stifel Nicolaus & Co held 49,221 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.23M as of Q3 2013.
  • Stifel Nicolaus & Co sold 62,711 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2013, an estimated $1.45M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #588 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.36M in Q2 2013.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2013.

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