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Stifel Nicolaus & Co’s ProShares Ultra Russell2000 UWM Stock Holding History

Stifel Nicolaus & Co’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.23M Buy
+177,488
New +$3.04M 0.05% 333

Other funds holding UWM

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stifel Nicolaus & Co opened a new position in ProShares Ultra Russell2000 (UWM) in Q3 2013: 177,488 shares worth $3.23M. The stake represents 0.05% of the portfolio and ranks #333 among its holdings.

50 funds tracked by Wall St. Rank hold UWM as of Q3 2013.

  • Stifel Nicolaus & Co held 177,488 shares of ProShares Ultra Russell2000 worth $3.23M as of Q3 2013.
  • ProShares Ultra Russell2000 was a new Stifel Nicolaus & Co position in Q3 2013.
  • ProShares Ultra Russell2000 made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #333 holding.
  • 50 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2013.

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