Stifel Nicolaus & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$951K	Buy	50,920 +21,578	+74%	+$411K	0.02%	683
2013 Q2	$552K	Buy	+29,342	New	+$575K	0.01%	826

Other funds holding XLU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 74% in Q3 2013, buying an estimated $411K and bringing the position to 50,920 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #683.

Stifel Nicolaus & Co first reported a position in XLU in Q2 2013 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold XLU as of Q3 2013.

Stifel Nicolaus & Co held 50,920 shares of State Street Utilities Select Sector SPDR ETF worth $951K as of Q3 2013.
Stifel Nicolaus & Co bought 21,578 State Street Utilities Select Sector SPDR ETF shares in Q3 2013, an estimated $411K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #683 holding.
Stifel Nicolaus & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
330 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2013.

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