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Stifel Nicolaus & Co’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Stifel Nicolaus & Co’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$5.5M Buy
84,867
+65,552
+339% +$4.15M 0.09% 218
2013
Q2 		$1.12M Buy
+19,315
New +$1.1M 0.02% 585

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 339% in Q3 2013, buying an estimated $4.15M and bringing the position to 84,867 shares worth $5.5M. The position accounts for 0.09% of the portfolio, ranked #218.

Stifel Nicolaus & Co first reported a position in FBT in Q2 2013 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold FBT as of Q3 2013.

  • Stifel Nicolaus & Co held 84,867 shares of First Trust NYSE Arca Biotechnology Index Fund worth $5.5M as of Q3 2013.
  • Stifel Nicolaus & Co bought 65,552 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2013, an estimated $4.15M.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.09% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #218 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2013.

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