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Stifel Trust’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Stifel Trust’s Portfolio XHB Stock Details XHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-357
Closed -$11K – 457
2013
Q2 		$11K Buy
+357
New +$10.8K ﹤0.01% 374

Other funds holding XHB

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Stifel Trust's XHB Position: Q3 2013 in Review

Stifel Trust sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2013, closing a stake of 357 shares — an estimated $11K sold.

Stifel Trust first reported a position in XHB in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 123 funds tracked by Wall St. Rank hold XHB as of Q3 2013.

  • Stifel Trust reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2013 after selling out during the quarter.
  • Stifel Trust sold 357 State Street SPDR S&P Homebuilders ETF shares in Q3 2013, an estimated $11K.
  • Stifel Trust first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 1 quarter.
  • Stifel Trust's State Street SPDR S&P Homebuilders ETF position peaked at $11K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2013.

Based on Stifel Trust's 13F filing for Q3 2013, filed 14 Nov 2013.