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Stifel Nicolaus & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stifel Nicolaus & Co’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$24M Buy
225,827
+82,458
+58% +$8.74M 0.4% 63
2013
Q2 		$15.8M Buy
+143,369
New +$16.8M 0.29% 95

Other funds holding TLT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 58% in Q3 2013, buying an estimated $8.74M and bringing the position to 225,827 shares worth $24M. The position accounts for 0.4% of the portfolio, ranked #63.

Stifel Nicolaus & Co first reported a position in TLT in Q2 2013 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold TLT as of Q3 2013.

  • Stifel Nicolaus & Co held 225,827 shares of iShares 20+ Year Treasury Bond ETF worth $24M as of Q3 2013.
  • Stifel Nicolaus & Co bought 82,458 iShares 20+ Year Treasury Bond ETF shares in Q3 2013, an estimated $8.74M.
  • iShares 20+ Year Treasury Bond ETF made up 0.4% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #63 holding.
  • Stifel Nicolaus & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2013.

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