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Stifel Nicolaus & Co’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Stifel Nicolaus & Co’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$240K Sell
3,170
-893
-22% -$67K ﹤0.01% 1265
2013
Q2 		$289K Buy
+4,063
New +$293K 0.01% 1103

Other funds holding RSPG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Invesco S&P 500 Equal Weight Energy ETF (RSPG) stake by 22% in Q3 2013, selling an estimated $67K and leaving 3,170 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Stifel Nicolaus & Co first reported a position in RSPG in Q2 2013 and has held it in 2 quarters since. The position peaked at $289K in Q2 2013. 16 funds tracked by Wall St. Rank hold RSPG as of Q3 2013.

  • Stifel Nicolaus & Co held 3,170 shares of Invesco S&P 500 Equal Weight Energy ETF worth $240K as of Q3 2013.
  • Stifel Nicolaus & Co sold 893 Invesco S&P 500 Equal Weight Energy ETF shares in Q3 2013, an estimated $67K.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1265 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Invesco S&P 500 Equal Weight Energy ETF position peaked at $289K in Q2 2013.
  • 16 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q3 2013.

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