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Stifel Nicolaus & Co’s iShares US Energy ETF IYE Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.36M Sell
28,823
-3,945
-12% -$185K 0.02% 555
2013
Q2 		$1.46M Buy
+32,768
New +$1.48M 0.03% 519

Other funds holding IYE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares US Energy ETF (IYE) stake by 12% in Q3 2013, selling an estimated $185K and leaving 28,823 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #555.

Stifel Nicolaus & Co first reported a position in IYE in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.46M in Q2 2013. 107 funds tracked by Wall St. Rank hold IYE as of Q3 2013.

  • Stifel Nicolaus & Co held 28,823 shares of iShares US Energy ETF worth $1.36M as of Q3 2013.
  • Stifel Nicolaus & Co sold 3,945 iShares US Energy ETF shares in Q3 2013, an estimated $185K.
  • iShares US Energy ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #555 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares US Energy ETF position peaked at $1.46M in Q2 2013.
  • 107 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2013.

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