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Stifel Nicolaus & Co’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Stifel Nicolaus & Co’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$905K Sell
16,015
-82
-0.5% -$4.61K 0.02% 700
2013
Q2 		$906K Buy
+16,097
New +$959K 0.02% 661

Other funds holding TIPZ

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 0.51% in Q3 2013, selling an estimated $4.61K and leaving 16,015 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #700.

Stifel Nicolaus & Co first reported a position in TIPZ in Q2 2013 and has held it in 2 quarters since. The position peaked at $906K in Q2 2013. 22 funds tracked by Wall St. Rank hold TIPZ as of Q3 2013.

  • Stifel Nicolaus & Co held 16,015 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $905K as of Q3 2013.
  • Stifel Nicolaus & Co sold 82 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2013, an estimated $4.61K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #700 holding.
  • Stifel Nicolaus & Co first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $906K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2013.

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