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Stifel Nicolaus & Co’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stifel Nicolaus & Co’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$23.2M Sell
190,823
-15,837
-8% -$1.91M 0.38% 69
2013
Q2 		$25M Buy
+206,660
New +$25.4M 0.45% 48

Other funds holding IEI

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 7.7% in Q3 2013, selling an estimated $1.91M and leaving 190,823 shares worth $23.2M. The position accounts for 0.38% of the portfolio, ranked #69.

Stifel Nicolaus & Co first reported a position in IEI in Q2 2013 and has held it in 2 quarters since. The position peaked at $25M in Q2 2013. 150 funds tracked by Wall St. Rank hold IEI as of Q3 2013.

  • Stifel Nicolaus & Co held 190,823 shares of iShares 3-7 Year Treasury Bond ETF worth $23.2M as of Q3 2013.
  • Stifel Nicolaus & Co sold 15,837 iShares 3-7 Year Treasury Bond ETF shares in Q3 2013, an estimated $1.91M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.38% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #69 holding.
  • Stifel Nicolaus & Co first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares 3-7 Year Treasury Bond ETF position peaked at $25M in Q2 2013.
  • 150 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2013.

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