Stifel Trust’s iShares Biotechnology ETF IBB Stock Holding History

Stifel Trust’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$39K	Hold	423	–	–	0.01%	290
2014 Q2	$37K	Hold	423	–	–	0.01%	295
2014 Q1	$34K	Hold	423	–	–	0.01%	304
2013 Q4	$33K	Hold	423	–	–	0.01%	300
2013 Q3	$30K	Hold	423	–	–	0.01%	315
2013 Q2	$25K	Buy	+423	New	+$24.5K	0.01%	325

Other funds holding IBB

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Stifel Trust's IBB Position: Q3 2014 in Review

Stifel Trust held its iShares Biotechnology ETF (IBB) position steady in Q3 2014 at 423 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #290.

Stifel Trust first reported a position in IBB in Q2 2013 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold IBB as of Q3 2014.

Stifel Trust held 423 shares of iShares Biotechnology ETF worth $39K as of Q3 2014.
Stifel Trust left its iShares Biotechnology ETF share count unchanged in Q3 2014.
iShares Biotechnology ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #290 holding.
Stifel Trust first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 6 quarters since.
317 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2014.

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