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Stifel Nicolaus & Co’s State Street Income Allocation ETF INKM Stock Holding History

Stifel Nicolaus & Co’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-8,360
Closed -$250K – 1505
2013
Q2 		$250K Buy
+8,360
New +$265K ﹤0.01% 1178

Other funds holding INKM

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Stifel Nicolaus & Co sold out of State Street Income Allocation ETF (INKM) in Q3 2013, closing a stake of 8,360 shares — an estimated $250K sold.

Stifel Nicolaus & Co first reported a position in INKM in Q2 2013 and held it in 1 quarter. The position peaked at $250K in Q2 2013. 13 funds tracked by Wall St. Rank hold INKM as of Q3 2013.

  • Stifel Nicolaus & Co reported no remaining State Street Income Allocation ETF position as of Q3 2013 after selling out during the quarter.
  • Stifel Nicolaus & Co sold 8,360 State Street Income Allocation ETF shares in Q3 2013, an estimated $250K.
  • Stifel Nicolaus & Co first reported a position in State Street Income Allocation ETF in Q2 2013 and held it in 1 quarter.
  • Stifel Nicolaus & Co's State Street Income Allocation ETF position peaked at $250K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2013.

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