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Stifel Nicolaus & Co’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$381K Sell
13,868
-34,732
-71% -$935K 0.01% 1024
2013
Q2 		$1.25M Buy
+48,600
New +$1.23M 0.02% 551

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares US Consumer Discretionary ETF (IYC) stake by 71% in Q3 2013, selling an estimated $935K and leaving 13,868 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #1024.

Stifel Nicolaus & Co first reported a position in IYC in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.25M in Q2 2013. 69 funds tracked by Wall St. Rank hold IYC as of Q3 2013.

  • Stifel Nicolaus & Co held 13,868 shares of iShares US Consumer Discretionary ETF worth $381K as of Q3 2013.
  • Stifel Nicolaus & Co sold 34,732 iShares US Consumer Discretionary ETF shares in Q3 2013, an estimated $935K.
  • iShares US Consumer Discretionary ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1024 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares US Consumer Discretionary ETF position peaked at $1.25M in Q2 2013.
  • 69 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2013.

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