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Stifel Nicolaus & Co’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Stifel Nicolaus & Co’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.91M Buy
93,263
+11,793
+14% +$373K 0.05% 368
2013
Q2 		$2.54M Buy
+81,470
New +$2.57M 0.05% 369

Other funds holding SPLV

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 14% in Q3 2013, buying an estimated $373K and bringing the position to 93,263 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #368.

Stifel Nicolaus & Co first reported a position in SPLV in Q2 2013 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold SPLV as of Q3 2013.

  • Stifel Nicolaus & Co held 93,263 shares of Invesco S&P 500 Low Volatility ETF worth $2.91M as of Q3 2013.
  • Stifel Nicolaus & Co bought 11,793 Invesco S&P 500 Low Volatility ETF shares in Q3 2013, an estimated $373K.
  • Invesco S&P 500 Low Volatility ETF made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #368 holding.
  • Stifel Nicolaus & Co first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q3 2013.

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