Stifel Trust’s iShares US Insurance ETF IAK Stock Holding History

Stifel Trust’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$38K	Buy	+800	New	+$38.1K	0.01%	293

Other funds holding IAK

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Stifel Trust's IAK Position: Q3 2014 in Review

Stifel Trust opened a new position in iShares US Insurance ETF (IAK) in Q3 2014: 800 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

33 funds tracked by Wall St. Rank hold IAK as of Q3 2014.

Stifel Trust held 800 shares of iShares US Insurance ETF worth $38K as of Q3 2014.
iShares US Insurance ETF was a new Stifel Trust position in Q3 2014.
iShares US Insurance ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #293 holding.
33 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.