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Stifel Nicolaus & Co’s iShares US Industrials ETF IYJ Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.98M Buy
43,706
+21,664
+98% +$955K 0.03% 467
2013
Q2 		$914K Buy
+22,042
New +$912K 0.02% 657

Other funds holding IYJ

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 $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares US Industrials ETF (IYJ) stake by 98% in Q3 2013, buying an estimated $955K and bringing the position to 43,706 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #467.

Stifel Nicolaus & Co first reported a position in IYJ in Q2 2013 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold IYJ as of Q3 2013.

  • Stifel Nicolaus & Co held 43,706 shares of iShares US Industrials ETF worth $1.98M as of Q3 2013.
  • Stifel Nicolaus & Co bought 21,664 iShares US Industrials ETF shares in Q3 2013, an estimated $955K.
  • iShares US Industrials ETF made up 0.03% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #467 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2013.

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