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Advantage Investment Management’s iShares US Utilities ETF IDU Stock Holding History

Advantage Investment Management’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-546
Closed -$36K – 1025
2017
Q4 		$36K Sell
546
-48,140
-99% -$3.31M 0.01% 462
2017
Q3 		$3.23M Sell
48,686
-2,890
-6% -$194K 1.05% 27
2017
Q2 		$3.35M Buy
+51,576
New +$3.39M 1.17% 20
2016
Q4 		– Sell
-276
Closed -$17K – 983
2016
Q3 		$17K Sell
276
-2,310
-89% -$146K 0.01% 525
2016
Q2 		$170K Buy
+2,586
New +$159K 0.08% 149
2015
Q3 		– Sell
-50
Closed -$3K – 857
2015
Q2 		$3K Hold
50
– – ﹤0.01% 739
2015
Q1 		$3K Sell
50
-31,074
-100% -$1.8M ﹤0.01% 741
2014
Q4 		$1.84M Buy
+31,124
New +$1.77M 1.37% 17

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advantage Investment Management's IDU Position: Q1 2018 in Review

Advantage Investment Management sold out of iShares US Utilities ETF (IDU) in Q1 2018, closing a stake of 546 shares — an estimated $36K sold.

Advantage Investment Management first reported a position in IDU in Q4 2014 and held it in 8 quarters. The position peaked at $3.35M in Q2 2017. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2018.

  • Advantage Investment Management reported no remaining iShares US Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 546 iShares US Utilities ETF shares in Q1 2018, an estimated $36K.
  • Advantage Investment Management first reported a position in iShares US Utilities ETF in Q4 2014 and held it in 8 quarters.
  • Advantage Investment Management's iShares US Utilities ETF position peaked at $3.35M in Q2 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.