SA
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STERNE AGEE GROUP, INC.13F | |
| STERNE AGEE GROUP, INC. | |
| Last update 2015-05-13 | 317 Stocks (41 new) |
| Value $678.00 Mil | Turnover 10 % |
STERNE AGEE GROUP, INC. Top Holdings of 2015-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGSB | iShares 1-3 Year Credit Bond ETF | 542,460 | 28,599.0 | +2.41% | 4.220 | +0.10% | 0.070 | +1.99% | +3.94% | 21,483.9 | ||
AAPL | Apple Inc | 829,824 | 25,902.0 | -0.19% | 3.820 | -0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IWV | iShares Russell 3000 ETF | 89,361 | 11,159.0 | -5.05% | 1.650 | -0.09% | 0.200 | +19.75% | +7.38% | 16,104.0 | ||
SLB | Schlumberger Ltd | 125,140 | 10,526.0 | +123.98% | 1.550 | +0.86% | 0.010 | -4.30% | -11.75% | 49,702.4 | Oil & Gas | |
WFC | Wells Fargo & Co | 168,275 | 9,186.0 | +14.84% | 1.360 | +0.18% | 0.000 | +25.30% | +16.01% | 259,690.5 | Banks | |
JNJ | Johnson & Johnson | 87,598 | 8,862.0 | +9.59% | 1.310 | +0.11% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
EFA | iShares MSCI EAFE ETF | 127,893 | 8,337.0 | +8.67% | 1.230 | +0.10% | 0.020 | +10.84% | +18.89% | 63,725.9 | ||
CSCO | Cisco Systems Inc | 300,871 | 8,319.0 | -1.19% | 1.230 | -0.02% | 0.010 | +22.77% | +17.21% | 269,477.9 | Hardware | |
MSFT | Microsoft Corp | 195,586 | 7,985.0 | +1.10% | 1.180 | +0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
CVX | Chevron Corp | 73,764 | 7,824.0 | -0.71% | 1.150 | -0.01% | 0.000 | +10.15% | +6.01% | 259,903.2 | Oil & Gas |
STERNE AGEE GROUP, INC.'s Historical Top Holdings Breakdowns
STERNE AGEE GROUP, INC. Total Holding History ($B)
STERNE AGEE GROUP, INC.'s Asset Allocation
STERNE AGEE GROUP, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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STERNE AGEE GROUP, INC.'s Hypothetical Growth since 2015-03-31
STERNE AGEE GROUP, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
STERNE AGEE GROUP, INC.'s Holdings Heat Map
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STERNE AGEE GROUP, INC.'s Holdings Bubble Chart
STERNE AGEE GROUP, INC. News
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