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Stifel Nicolaus & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Stifel Nicolaus & Co’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$16.4M Sell
248,019
-25,654
-9% -$1.74M 0.27% 101
2013
Q2 		$18.8M Buy
+273,673
New +$19.9M 0.34% 78

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its Vanguard Real Estate ETF (VNQ) stake by 9.4% in Q3 2013, selling an estimated $1.74M and leaving 248,019 shares worth $16.4M. The position accounts for 0.27% of the portfolio, ranked #101.

Stifel Nicolaus & Co first reported a position in VNQ in Q2 2013 and has held it in 2 quarters since. The position peaked at $18.8M in Q2 2013. 478 funds tracked by Wall St. Rank hold VNQ as of Q3 2013.

  • Stifel Nicolaus & Co held 248,019 shares of Vanguard Real Estate ETF worth $16.4M as of Q3 2013.
  • Stifel Nicolaus & Co sold 25,654 Vanguard Real Estate ETF shares in Q3 2013, an estimated $1.74M.
  • Vanguard Real Estate ETF made up 0.27% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #101 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Vanguard Real Estate ETF position peaked at $18.8M in Q2 2013.
  • 478 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2013.

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