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Stifel Nicolaus & Co’s iShares US Insurance ETF IAK Stock Holding History

Stifel Nicolaus & Co’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$369K Buy
+8,601
New +$367K 0.01% 1045

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Stifel Nicolaus & Co opened a new position in iShares US Insurance ETF (IAK) in Q3 2013: 8,601 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #1045 among its holdings.

27 funds tracked by Wall St. Rank hold IAK as of Q3 2013.

  • Stifel Nicolaus & Co held 8,601 shares of iShares US Insurance ETF worth $369K as of Q3 2013.
  • iShares US Insurance ETF was a new Stifel Nicolaus & Co position in Q3 2013.
  • iShares US Insurance ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1045 holding.
  • 27 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2013.

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