Altium Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Altium Wealth 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
2020 Q2	–	Sell	-3,538	Closed	-$244K	–	335
2020 Q1	$244K	Sell	3,538 -998	-22%	-$79.6K	0.03%	257
2019 Q4	$368K	Sell	4,536 -118	-3%	-$9.41K	0.04%	197
2019 Q3	$379K	Sell	4,654 -200	-4%	-$15.6K	0.05%	191
2019 Q2	$366K	Hold	4,854	–	–	0.05%	195
2019 Q1	$358K	Hold	4,854	–	–	0.06%	200
2018 Q4	$326K	Hold	4,854	–	–	0.06%	194
2018 Q3	$325K	Sell	4,854 -72	-1%	-$4.86K	0.06%	212
2018 Q2	$325K	Buy	+4,926	New	+$315K	0.09%	166

Other funds holding IDU

DWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Altium Wealth Management's IDU Position: Q2 2020 in Review

Altium Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 3,538 shares — an estimated $244K sold.

Altium Wealth Management first reported a position in IDU in Q2 2018 and held it in 8 quarters. The position peaked at $379K in Q3 2019. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

Altium Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
Altium Wealth Management sold 3,538 iShares US Utilities ETF shares in Q2 2020, an estimated $244K.
Altium Wealth Management first reported a position in iShares US Utilities ETF in Q2 2018 and held it in 8 quarters.
Altium Wealth Management's iShares US Utilities ETF position peaked at $379K in Q3 2019.
184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.