SNC
PZI

Stifel Nicolaus & Co’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Stifel Nicolaus & Co’s Portfolio PZI Stock Details PZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$182K Hold
11,803
– – ﹤0.01% 1387
2013
Q2 		$166K Buy
+11,803
New +$163K ﹤0.01% 1302

Other funds holding PZI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stifel Nicolaus & Co held its Invesco Zacks Micro Cap ETF (PZI) position steady in Q3 2013 at 11,803 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Stifel Nicolaus & Co first reported a position in PZI in Q2 2013 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold PZI as of Q3 2013.

  • Stifel Nicolaus & Co held 11,803 shares of Invesco Zacks Micro Cap ETF worth $182K as of Q3 2013.
  • Stifel Nicolaus & Co left its Invesco Zacks Micro Cap ETF share count unchanged in Q3 2013.
  • Invesco Zacks Micro Cap ETF made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1387 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco Zacks Micro Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q3 2013.

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