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Stifel Nicolaus & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stifel Nicolaus & Co’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$330K Sell
3,260
-25,054
-88% -$2.53M 0.01% 1096
2013
Q2 		$2.85M Buy
+28,314
New +$2.89M 0.05% 337

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 88% in Q3 2013, selling an estimated $2.53M and leaving 3,260 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1096.

Stifel Nicolaus & Co first reported a position in STIP in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.85M in Q2 2013. 65 funds tracked by Wall St. Rank hold STIP as of Q3 2013.

  • Stifel Nicolaus & Co held 3,260 shares of iShares 0-5 Year TIPS Bond ETF worth $330K as of Q3 2013.
  • Stifel Nicolaus & Co sold 25,054 iShares 0-5 Year TIPS Bond ETF shares in Q3 2013, an estimated $2.53M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1096 holding.
  • Stifel Nicolaus & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $2.85M in Q2 2013.
  • 65 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2013.

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