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Stifel Nicolaus & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stifel Nicolaus & Co’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$67.4M Buy
797,357
+87,634
+12% +$7.39M 1.11% 8
2013
Q2 		$59.8M Buy
+709,723
New +$59.9M 1.08% 9

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q3 2013, buying an estimated $7.39M and bringing the position to 797,357 shares worth $67.4M. The position accounts for 1.11% of the portfolio, ranked #8.

Stifel Nicolaus & Co first reported a position in SHY in Q2 2013 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold SHY as of Q3 2013.

  • Stifel Nicolaus & Co held 797,357 shares of iShares 1-3 Year Treasury Bond ETF worth $67.4M as of Q3 2013.
  • Stifel Nicolaus & Co bought 87,634 iShares 1-3 Year Treasury Bond ETF shares in Q3 2013, an estimated $7.39M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.11% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #8 holding.
  • Stifel Nicolaus & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2013.

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