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Stifel Nicolaus & Co’s iShares US Basic Materials ETF IYM Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.74M Buy
23,503
+7,853
+50% +$564K 0.03% 500
2013
Q2 		$1.05M Buy
+15,650
New +$1.09M 0.02% 609

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares US Basic Materials ETF (IYM) stake by 50% in Q3 2013, buying an estimated $564K and bringing the position to 23,503 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #500.

Stifel Nicolaus & Co first reported a position in IYM in Q2 2013 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold IYM as of Q3 2013.

  • Stifel Nicolaus & Co held 23,503 shares of iShares US Basic Materials ETF worth $1.74M as of Q3 2013.
  • Stifel Nicolaus & Co bought 7,853 iShares US Basic Materials ETF shares in Q3 2013, an estimated $564K.
  • iShares US Basic Materials ETF made up 0.03% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #500 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2013.

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