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Stifel Nicolaus & Co’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Stifel Nicolaus & Co’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$281K Buy
8,936
+1,518
+20% +$47.6K ﹤0.01% 1190
2013
Q2 		$224K Buy
+7,418
New +$223K ﹤0.01% 1227

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 20% in Q3 2013, buying an estimated $47.6K and bringing the position to 8,936 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Stifel Nicolaus & Co first reported a position in DSI in Q2 2013 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold DSI as of Q3 2013.

  • Stifel Nicolaus & Co held 8,936 shares of iShares MSCI KLD 400 Social ETF worth $281K as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,518 iShares MSCI KLD 400 Social ETF shares in Q3 2013, an estimated $47.6K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1190 holding.
  • Stifel Nicolaus & Co first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2013.

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