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Stifel Nicolaus & Co’s iShares US Technology ETF IYW Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.06M Sell
53,796
-49,144
-48% -$955K 0.02% 652
2013
Q2 		$1.89M Buy
+102,940
New +$1.91M 0.03% 453

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares US Technology ETF (IYW) stake by 48% in Q3 2013, selling an estimated $955K and leaving 53,796 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #652.

Stifel Nicolaus & Co first reported a position in IYW in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.89M in Q2 2013. 149 funds tracked by Wall St. Rank hold IYW as of Q3 2013.

  • Stifel Nicolaus & Co held 53,796 shares of iShares US Technology ETF worth $1.06M as of Q3 2013.
  • Stifel Nicolaus & Co sold 49,144 iShares US Technology ETF shares in Q3 2013, an estimated $955K.
  • iShares US Technology ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #652 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares US Technology ETF position peaked at $1.89M in Q2 2013.
  • 149 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2013.

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