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Stifel Nicolaus & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stifel Nicolaus & Co’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.34M Sell
28,922
-9,119
-24% -$413K 0.02% 562
2013
Q2 		$1.62M Buy
+38,041
New +$1.62M 0.03% 478

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 24% in Q3 2013, selling an estimated $413K and leaving 28,922 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #562.

Stifel Nicolaus & Co first reported a position in XLI in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.62M in Q2 2013. 310 funds tracked by Wall St. Rank hold XLI as of Q3 2013.

  • Stifel Nicolaus & Co held 28,922 shares of State Street Industrial Select Sector SPDR ETF worth $1.34M as of Q3 2013.
  • Stifel Nicolaus & Co sold 9,119 State Street Industrial Select Sector SPDR ETF shares in Q3 2013, an estimated $413K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #562 holding.
  • Stifel Nicolaus & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's State Street Industrial Select Sector SPDR ETF position peaked at $1.62M in Q2 2013.
  • 310 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2013.

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