SNC
IDU icon

Stifel Nicolaus & Co’s iShares US Utilities ETF IDU Stock Holding History

Stifel Nicolaus & Co’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$908K Buy
19,348
+74
+0.4% +$3.54K 0.02% 699
2013
Q2 		$911K Buy
+19,274
New +$940K 0.02% 659

Other funds holding IDU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares US Utilities ETF (IDU) stake by 0.38% in Q3 2013, buying an estimated $3.54K and bringing the position to 19,348 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #699.

Stifel Nicolaus & Co first reported a position in IDU in Q2 2013 and has held it in 2 quarters since. The position peaked at $911K in Q2 2013. 101 funds tracked by Wall St. Rank hold IDU as of Q3 2013.

  • Stifel Nicolaus & Co held 19,348 shares of iShares US Utilities ETF worth $908K as of Q3 2013.
  • Stifel Nicolaus & Co bought 74 iShares US Utilities ETF shares in Q3 2013, an estimated $3.54K.
  • iShares US Utilities ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #699 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares US Utilities ETF position peaked at $911K in Q2 2013.
  • 101 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2013.

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