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Stifel Nicolaus & Co’s iShares US Telecommunications ETF IYZ Stock Holding History

Stifel Nicolaus & Co’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.5M Buy
54,379
+20,530
+61% +$564K 0.02% 530
2013
Q2 		$875K Buy
+33,849
New +$885K 0.02% 673

Other funds holding IYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares US Telecommunications ETF (IYZ) stake by 61% in Q3 2013, buying an estimated $564K and bringing the position to 54,379 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #530.

Stifel Nicolaus & Co first reported a position in IYZ in Q2 2013 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold IYZ as of Q3 2013.

  • Stifel Nicolaus & Co held 54,379 shares of iShares US Telecommunications ETF worth $1.5M as of Q3 2013.
  • Stifel Nicolaus & Co bought 20,530 iShares US Telecommunications ETF shares in Q3 2013, an estimated $564K.
  • iShares US Telecommunications ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #530 holding.
  • Stifel Nicolaus & Co first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2013.

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