Allianz Life Insurance of North America’s iShares US Utilities ETF IDU Stock Holding History

Allianz Life Insurance of North America’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 Q3	$560K	Buy	8,360 +840	+11%	+$56.7K	0.61%	50
2018 Q2	$496K	Buy	7,520 +880	+13%	+$56.2K	0.59%	51
2018 Q1	$423K	Buy	+6,640	New	+$418K	0.59%	50

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allianz Life Insurance of North America's IDU Position: Q3 2018 in Review

Allianz Life Insurance of North America increased its iShares US Utilities ETF (IDU) stake by 11% in Q3 2018, buying an estimated $56.7K and bringing the position to 8,360 shares worth $560K. The position accounts for 0.61% of the portfolio, ranked #50.

Allianz Life Insurance of North America first reported a position in IDU in Q1 2018 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold IDU as of Q3 2018.

Allianz Life Insurance of North America held 8,360 shares of iShares US Utilities ETF worth $560K as of Q3 2018.
Allianz Life Insurance of North America bought 840 iShares US Utilities ETF shares in Q3 2018, an estimated $56.7K.
iShares US Utilities ETF made up 0.61% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #50 holding.
Allianz Life Insurance of North America first reported a position in iShares US Utilities ETF in Q1 2018 and has held it in 3 quarters since.
136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.