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Stifel Nicolaus & Co’s iShares US Real Estate ETF IYR Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$17.7M Buy
277,420
+5,592
+2% +$365K 0.29% 92
2013
Q2 		$18.1M Buy
+271,828
New +$19.2M 0.33% 82

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares US Real Estate ETF (IYR) stake by 2.1% in Q3 2013, buying an estimated $365K and bringing the position to 277,420 shares worth $17.7M. The position accounts for 0.29% of the portfolio, ranked #92.

Stifel Nicolaus & Co first reported a position in IYR in Q2 2013 and has held it in 2 quarters since. The position peaked at $18.1M in Q2 2013. 267 funds tracked by Wall St. Rank hold IYR as of Q3 2013.

  • Stifel Nicolaus & Co held 277,420 shares of iShares US Real Estate ETF worth $17.7M as of Q3 2013.
  • Stifel Nicolaus & Co bought 5,592 iShares US Real Estate ETF shares in Q3 2013, an estimated $365K.
  • iShares US Real Estate ETF made up 0.29% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #92 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares US Real Estate ETF position peaked at $18.1M in Q2 2013.
  • 267 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2013.

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