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Allegis Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Allegis Investment Advisors’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
2016
Q4 		– Sell
-6,740
Closed -$413K – 251
2016
Q3 		$413K Buy
+6,740
New +$427K 0.16% 147

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allegis Investment Advisors's IDU Position: Q4 2016 in Review

Allegis Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2016, closing a stake of 6,740 shares — an estimated $413K sold.

Allegis Investment Advisors first reported a position in IDU in Q3 2016 and held it in 1 quarter. The position peaked at $413K in Q3 2016. 132 funds tracked by Wall St. Rank hold IDU as of Q4 2016.

  • Allegis Investment Advisors reported no remaining iShares US Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 6,740 iShares US Utilities ETF shares in Q4 2016, an estimated $413K.
  • Allegis Investment Advisors first reported a position in iShares US Utilities ETF in Q3 2016 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares US Utilities ETF position peaked at $413K in Q3 2016.
  • 132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2016.

Based on Allegis Investment Advisors's 13F filing for Q4 2016, filed 18 Jan 2017.