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Stifel Nicolaus & Co’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Stifel Nicolaus & Co’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$21.9M Sell
730,149
-28,810
-4% -$882K 0.36% 76
2013
Q2 		$21.8M Buy
+758,959
New +$20.8M 0.39% 62

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its State Street SPDR S&P Bank ETF (KBE) stake by 3.8% in Q3 2013, selling an estimated $882K and leaving 730,149 shares worth $21.9M. The position accounts for 0.36% of the portfolio, ranked #76.

Stifel Nicolaus & Co first reported a position in KBE in Q2 2013 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold KBE as of Q3 2013.

  • Stifel Nicolaus & Co held 730,149 shares of State Street SPDR S&P Bank ETF worth $21.9M as of Q3 2013.
  • Stifel Nicolaus & Co sold 28,810 State Street SPDR S&P Bank ETF shares in Q3 2013, an estimated $882K.
  • State Street SPDR S&P Bank ETF made up 0.36% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #76 holding.
  • Stifel Nicolaus & Co first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2013.

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