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Stifel Nicolaus & Co’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Stifel Nicolaus & Co’s Portfolio DTRE Stock Details DTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.29M Buy
32,291
+2,112
+7% +$83.8K 0.02% 575
2013
Q2 		$1.18M Buy
+30,179
New +$1.27M 0.02% 567

Other funds holding DTRE

Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) stake by 7% in Q3 2013, buying an estimated $83.8K and bringing the position to 32,291 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #575.

Stifel Nicolaus & Co first reported a position in DTRE in Q2 2013 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold DTRE as of Q3 2013.

  • Stifel Nicolaus & Co held 32,291 shares of First Trust Alerian Disruptive Technology Real Estate ETF worth $1.29M as of Q3 2013.
  • Stifel Nicolaus & Co bought 2,112 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q3 2013, an estimated $83.8K.
  • First Trust Alerian Disruptive Technology Real Estate ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #575 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q3 2013.

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