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Stifel Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

Stifel Trust’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$69K Hold
1,400
– – 0.01% 243
2014
Q2 		$67K Hold
1,400
– – 0.01% 242
2014
Q1 		$64K Sell
1,400
-214
-13% -$9.55K 0.01% 250
2013
Q4 		$70K Hold
1,614
– – 0.01% 238
2013
Q3 		$65K Buy
+1,614
New +$63.2K 0.01% 245

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Stifel Trust's IXJ Position: Q3 2014 in Review

Stifel Trust held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2014 at 1,400 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #243.

Stifel Trust first reported a position in IXJ in Q3 2013 and has held it in 5 quarters since. The position peaked at $70K in Q4 2013. 102 funds tracked by Wall St. Rank hold IXJ as of Q3 2014.

  • Stifel Trust held 1,400 shares of iShares Global Healthcare ETF worth $69K as of Q3 2014.
  • Stifel Trust left its iShares Global Healthcare ETF share count unchanged in Q3 2014.
  • iShares Global Healthcare ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #243 holding.
  • Stifel Trust first reported a position in iShares Global Healthcare ETF in Q3 2013 and has held it in 5 quarters since.
  • Stifel Trust's iShares Global Healthcare ETF position peaked at $70K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2014.

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