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Stifel Nicolaus & Co’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Stifel Nicolaus & Co’s Portfolio XPH Stock Details XPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$380K Sell
9,874
-25,488
-72% -$964K 0.01% 1026
2013
Q2 		$1.25M Buy
+35,362
New +$1.19M 0.02% 550

Other funds holding XPH

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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Stifel Nicolaus & Co reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 72% in Q3 2013, selling an estimated $964K and leaving 9,874 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1026.

Stifel Nicolaus & Co first reported a position in XPH in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.25M in Q2 2013. 55 funds tracked by Wall St. Rank hold XPH as of Q3 2013.

  • Stifel Nicolaus & Co held 9,874 shares of State Street SPDR S&P Pharmaceuticals ETF worth $380K as of Q3 2013.
  • Stifel Nicolaus & Co sold 25,488 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2013, an estimated $964K.
  • State Street SPDR S&P Pharmaceuticals ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1026 holding.
  • Stifel Nicolaus & Co first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.25M in Q2 2013.
  • 55 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2013.

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