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Stifel Nicolaus & Co’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Stifel Nicolaus & Co’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.29M Sell
57,925
-50
-0.1% -$1.08K 0.02% 576
2013
Q2 		$1.18M Buy
+57,975
New +$1.18M 0.02% 570

Other funds holding RFG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 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

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

Stifel Nicolaus & Co reduced its Invesco S&P MidCap 400 Pure Growth ETF (RFG) stake by 0.09% in Q3 2013, selling an estimated $1.08K and leaving 57,925 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #576.

Stifel Nicolaus & Co first reported a position in RFG in Q2 2013 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold RFG as of Q3 2013.

  • Stifel Nicolaus & Co held 57,925 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $1.29M as of Q3 2013.
  • Stifel Nicolaus & Co sold 50 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2013, an estimated $1.08K.
  • Invesco S&P MidCap 400 Pure Growth ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #576 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2013.

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