Stifel Financial
IDGT icon

Stifel Financial’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Stifel Financial’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,550
Closed -$609K – 2739
2017
Q4 		$609K Buy
12,550
+573
+5% +$27.1K ﹤0.01% 1796
2017
Q3 		$554K Buy
11,977
+365
+3% +$16.7K ﹤0.01% 1819
2017
Q2 		$533K Buy
11,612
+1,055
+10% +$48K ﹤0.01% 1832
2017
Q1 		$480K Buy
10,557
+144
+1% +$6.49K ﹤0.01% 1840
2016
Q4 		$451K Sell
10,413
-798
-7% -$33.7K ﹤0.01% 1834
2016
Q3 		$459K Buy
11,211
+2,924
+35% +$112K ﹤0.01% 1765
2016
Q2 		$289K Hold
8,287
– – ﹤0.01% 2056
2016
Q1 		$303K Sell
8,287
-5,343
-39% -$182K ﹤0.01% 1816
2015
Q4 		$506K Buy
13,630
+222
+2% +$8.33K ﹤0.01% 1656
2015
Q3 		$483K Buy
13,408
+867
+7% +$32.6K ﹤0.01% 1577
2015
Q2 		$478K Buy
12,541
+2,014
+19% +$78.6K ﹤0.01% 1703
2015
Q1 		$397K Buy
10,527
+4,858
+86% +$181K ﹤0.01% 1745
2014
Q4 		$211K Buy
+5,669
New +$199K ﹤0.01% 2067

Other funds holding IDGT

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

Stifel Financial's IDGT Position: Q1 2018 in Review

Stifel Financial sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2018, closing a stake of 12,550 shares — an estimated $609K sold.

Stifel Financial first reported a position in IDGT in Q4 2014 and held it in 13 quarters. The position peaked at $609K in Q4 2017. 32 funds tracked by Wall St. Rank hold IDGT as of Q1 2018.

  • Stifel Financial reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Stifel Financial sold 12,550 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2018, an estimated $609K.
  • Stifel Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2014 and held it in 13 quarters.
  • Stifel Financial's iShares US Digital Infrastructure and Real Estate ETF position peaked at $609K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2018.

Based on Stifel Financial's 13F filing for Q1 2018, filed 11 May 2018.