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Stifel Nicolaus & Co’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Stifel Nicolaus & Co’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$998K Sell
28,155
-6,258
-18% -$220K 0.02% 673
2013
Q2 		$1.14M Buy
+34,413
New +$1.14M 0.02% 576

Other funds holding IHE

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares US Pharmaceuticals ETF (IHE) stake by 18% in Q3 2013, selling an estimated $220K and leaving 28,155 shares worth $998K. The position accounts for 0.02% of the portfolio, ranked #673.

Stifel Nicolaus & Co first reported a position in IHE in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.14M in Q2 2013. 63 funds tracked by Wall St. Rank hold IHE as of Q3 2013.

  • Stifel Nicolaus & Co held 28,155 shares of iShares US Pharmaceuticals ETF worth $998K as of Q3 2013.
  • Stifel Nicolaus & Co sold 6,258 iShares US Pharmaceuticals ETF shares in Q3 2013, an estimated $220K.
  • iShares US Pharmaceuticals ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #673 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares US Pharmaceuticals ETF position peaked at $1.14M in Q2 2013.
  • 63 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2013.

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