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Stifel Nicolaus & Co’s iShares Dow Jones US ETF IYY Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$241K Sell
5,666
-4,644
-45% -$197K ﹤0.01% 1259
2013
Q2 		$416K Buy
+10,310
New +$418K 0.01% 930

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares Dow Jones US ETF (IYY) stake by 45% in Q3 2013, selling an estimated $197K and leaving 5,666 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Stifel Nicolaus & Co first reported a position in IYY in Q2 2013 and has held it in 2 quarters since. The position peaked at $416K in Q2 2013. 65 funds tracked by Wall St. Rank hold IYY as of Q3 2013.

  • Stifel Nicolaus & Co held 5,666 shares of iShares Dow Jones US ETF worth $241K as of Q3 2013.
  • Stifel Nicolaus & Co sold 4,644 iShares Dow Jones US ETF shares in Q3 2013, an estimated $197K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1259 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares Dow Jones US ETF position peaked at $416K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2013.

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