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Stifel Nicolaus & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stifel Nicolaus & Co’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.47M Sell
74,211
-189
-0.3% -$6.31K 0.04% 410
2013
Q2 		$2.42M Buy
+74,400
New +$2.47M 0.04% 382

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.25% in Q3 2013, selling an estimated $6.31K and leaving 74,211 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #410.

Stifel Nicolaus & Co first reported a position in USMV in Q2 2013 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold USMV as of Q3 2013.

  • Stifel Nicolaus & Co held 74,211 shares of iShares MSCI USA Min Vol Factor ETF worth $2.47M as of Q3 2013.
  • Stifel Nicolaus & Co sold 189 iShares MSCI USA Min Vol Factor ETF shares in Q3 2013, an estimated $6.31K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #410 holding.
  • Stifel Nicolaus & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2013.

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