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Stifel Nicolaus & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.45M Sell
48,705
-75
-0.2% -$2.25K 0.02% 541
2013
Q2 		$1.41M Buy
+48,780
New +$1.42M 0.03% 525

Other funds holding IYK

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares US Consumer Staples ETF (IYK) stake by 0.15% in Q3 2013, selling an estimated $2.25K and leaving 48,705 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #541.

Stifel Nicolaus & Co first reported a position in IYK in Q2 2013 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IYK as of Q3 2013.

  • Stifel Nicolaus & Co held 48,705 shares of iShares US Consumer Staples ETF worth $1.45M as of Q3 2013.
  • Stifel Nicolaus & Co sold 75 iShares US Consumer Staples ETF shares in Q3 2013, an estimated $2.25K.
  • iShares US Consumer Staples ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #541 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Consumer Staples ETF in Q2 2013 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2013.

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