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Stifel Nicolaus & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Stifel Nicolaus & Co’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$16M Sell
141,951
-17,227
-11% -$1.92M 0.26% 103
2013
Q2 		$17.8M Buy
+159,178
New +$18.8M 0.32% 85

Other funds holding TIP

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its iShares TIPS Bond ETF (TIP) stake by 11% in Q3 2013, selling an estimated $1.92M and leaving 141,951 shares worth $16M. The position accounts for 0.26% of the portfolio, ranked #103.

Stifel Nicolaus & Co first reported a position in TIP in Q2 2013 and has held it in 2 quarters since. The position peaked at $17.8M in Q2 2013. 429 funds tracked by Wall St. Rank hold TIP as of Q3 2013.

  • Stifel Nicolaus & Co held 141,951 shares of iShares TIPS Bond ETF worth $16M as of Q3 2013.
  • Stifel Nicolaus & Co sold 17,227 iShares TIPS Bond ETF shares in Q3 2013, an estimated $1.92M.
  • iShares TIPS Bond ETF made up 0.26% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #103 holding.
  • Stifel Nicolaus & Co first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's iShares TIPS Bond ETF position peaked at $17.8M in Q2 2013.
  • 429 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2013.

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