Stifel Nicolaus & Co’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Stifel Nicolaus & Co’s Portfolio UBT Stock Details UBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$3.55M	Buy	130,322 +37,598	+41%	+$1.01M	0.06%	314
2013 Q2	$2.7M	Buy	+92,724	New	+$3.06M	0.05%	355

Other funds holding UBT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its ProShares Ultra 20+ Year Treasury (UBT) stake by 41% in Q3 2013, buying an estimated $1.01M and bringing the position to 130,322 shares worth $3.55M. The position accounts for 0.06% of the portfolio, ranked #314.

Stifel Nicolaus & Co first reported a position in UBT in Q2 2013 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold UBT as of Q3 2013.

Stifel Nicolaus & Co held 130,322 shares of ProShares Ultra 20+ Year Treasury worth $3.55M as of Q3 2013.
Stifel Nicolaus & Co bought 37,598 ProShares Ultra 20+ Year Treasury shares in Q3 2013, an estimated $1.01M.
ProShares Ultra 20+ Year Treasury made up 0.06% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #314 holding.
Stifel Nicolaus & Co first reported a position in ProShares Ultra 20+ Year Treasury in Q2 2013 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q3 2013.

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