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

Stifel Nicolaus & Co’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$608K Sell
87,090
-21,770
-20% -$148K 0.01% 834
2013
Q2 		$698K Buy
+108,860
New +$687K 0.01% 738

Other funds holding RSPT

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 20% in Q3 2013, selling an estimated $148K and leaving 87,090 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #834.

Stifel Nicolaus & Co first reported a position in RSPT in Q2 2013 and has held it in 2 quarters since. The position peaked at $698K in Q2 2013. 45 funds tracked by Wall St. Rank hold RSPT as of Q3 2013.

  • Stifel Nicolaus & Co held 87,090 shares of Invesco S&P 500 Equal Weight Technology ETF worth $608K as of Q3 2013.
  • Stifel Nicolaus & Co sold 21,770 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2013, an estimated $148K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #834 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Invesco S&P 500 Equal Weight Technology ETF position peaked at $698K in Q2 2013.
  • 45 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2013.

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