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Stifel Nicolaus & Co’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Stifel Nicolaus & Co’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.14M Buy
75,909
+5,064
+7% +$205K 0.05% 344
2013
Q2 		$2.71M Buy
+70,845
New +$2.67M 0.05% 352

Other funds holding RWK

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 7.1% in Q3 2013, buying an estimated $205K and bringing the position to 75,909 shares worth $3.14M. The position accounts for 0.05% of the portfolio, ranked #344.

Stifel Nicolaus & Co first reported a position in RWK in Q2 2013 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold RWK as of Q3 2013.

  • Stifel Nicolaus & Co held 75,909 shares of Invesco S&P MidCap 400 Revenue ETF worth $3.14M as of Q3 2013.
  • Stifel Nicolaus & Co bought 5,064 Invesco S&P MidCap 400 Revenue ETF shares in Q3 2013, an estimated $205K.
  • Invesco S&P MidCap 400 Revenue ETF made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #344 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2013 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2013.

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