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Stifel Nicolaus & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stifel Nicolaus & Co’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.24M Sell
31,776
-182,363
-85% -$18.4M 0.05% 332
2013
Q2 		$21.9M Buy
+214,139
New +$22.8M 0.4% 60

Other funds holding IEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 85% in Q3 2013, selling an estimated $18.4M and leaving 31,776 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #332.

Stifel Nicolaus & Co first reported a position in IEF in Q2 2013 and has held it in 2 quarters since. The position peaked at $21.9M in Q2 2013. 184 funds tracked by Wall St. Rank hold IEF as of Q3 2013.

  • Stifel Nicolaus & Co held 31,776 shares of iShares 7-10 Year Treasury Bond ETF worth $3.24M as of Q3 2013.
  • Stifel Nicolaus & Co sold 182,363 iShares 7-10 Year Treasury Bond ETF shares in Q3 2013, an estimated $18.4M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #332 holding.
  • Stifel Nicolaus & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $21.9M in Q2 2013.
  • 184 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2013.

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