Stifel Financial
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Stifel Financial’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Stifel Financial’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,579
Closed -$422K – 2932
2019
Q4 		$422K Buy
+19,579
New +$413K ﹤0.01% 2364

Other funds holding HFXI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Stifel Financial's HFXI Position: Q1 2020 in Review

Stifel Financial sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2020, closing a stake of 19,579 shares — an estimated $422K sold.

Stifel Financial first reported a position in HFXI in Q4 2019 and held it in 1 quarter. The position peaked at $422K in Q4 2019. 34 funds tracked by Wall St. Rank hold HFXI as of Q1 2020.

  • Stifel Financial reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 19,579 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2020, an estimated $422K.
  • Stifel Financial first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2019 and held it in 1 quarter.
  • Stifel Financial's NYLI FTSE International Equity Currency Neutral ETF position peaked at $422K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.