SNC
IYF icon

Stifel Nicolaus & Co’s iShares US Financials ETF IYF Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.16M Buy
31,612
+18,054
+133% +$669K 0.02% 614
2013
Q2 		$485K Buy
+13,558
New +$479K 0.01% 869

Other funds holding IYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares US Financials ETF (IYF) stake by 133% in Q3 2013, buying an estimated $669K and bringing the position to 31,612 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #614.

Stifel Nicolaus & Co first reported a position in IYF in Q2 2013 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold IYF as of Q3 2013.

  • Stifel Nicolaus & Co held 31,612 shares of iShares US Financials ETF worth $1.16M as of Q3 2013.
  • Stifel Nicolaus & Co bought 18,054 iShares US Financials ETF shares in Q3 2013, an estimated $669K.
  • iShares US Financials ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #614 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2013.

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