SNC
HSA

Stifel Nicolaus & Co’s HELIOS STRATEGIC INCOME FD, INC HSA Stock Holding History

Stifel Nicolaus & Co’s Portfolio HSA Stock Details HSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$95.9K Hold
15,100
– – ﹤0.01% 1440
2013
Q2 		$92.3K Buy
+15,100
New +$96.8K ﹤0.01% 1343

Other funds holding HSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stifel Nicolaus & Co held its HELIOS STRATEGIC INCOME FD, INC (HSA) position steady in Q3 2013 at 15,100 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Stifel Nicolaus & Co first reported a position in HSA in Q2 2013 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold HSA as of Q3 2013.

  • Stifel Nicolaus & Co held 15,100 shares of HELIOS STRATEGIC INCOME FD, INC worth $95.9K as of Q3 2013.
  • Stifel Nicolaus & Co left its HELIOS STRATEGIC INCOME FD, INC share count unchanged in Q3 2013.
  • HELIOS STRATEGIC INCOME FD, INC made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1440 holding.
  • Stifel Nicolaus & Co first reported a position in HELIOS STRATEGIC INCOME FD, INC in Q2 2013 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held HELIOS STRATEGIC INCOME FD, INC as of Q3 2013.

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