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Stifel Nicolaus & Co’s iShares US Regional Banks ETF IAT Stock Holding History

Stifel Nicolaus & Co’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$646K Buy
21,649
+10,507
+94% +$322K 0.01% 808
2013
Q2 		$326K Buy
+11,142
New +$308K 0.01% 1045

Other funds holding IAT

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares US Regional Banks ETF (IAT) stake by 94% in Q3 2013, buying an estimated $322K and bringing the position to 21,649 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #808.

Stifel Nicolaus & Co first reported a position in IAT in Q2 2013 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold IAT as of Q3 2013.

  • Stifel Nicolaus & Co held 21,649 shares of iShares US Regional Banks ETF worth $646K as of Q3 2013.
  • Stifel Nicolaus & Co bought 10,507 iShares US Regional Banks ETF shares in Q3 2013, an estimated $322K.
  • iShares US Regional Banks ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #808 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2013.

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