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American National Bank & Trust’s iShares US Utilities ETF IDU Stock Holding History

American National Bank & Trust’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
-2,000
Closed -$123K – 289
2016
Q3 		$123K Hold
2,000
– – 0.04% 108
2016
Q2 		$131K Buy
+2,000
New +$123K 0.05% 105

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

American National Bank & Trust's IDU Position: Q4 2016 in Review

American National Bank & Trust sold out of iShares US Utilities ETF (IDU) in Q4 2016, closing a stake of 2,000 shares — an estimated $123K sold.

American National Bank & Trust first reported a position in IDU in Q2 2016 and held it in 2 quarters. The position peaked at $131K in Q2 2016. 132 funds tracked by Wall St. Rank hold IDU as of Q4 2016.

  • American National Bank & Trust reported no remaining iShares US Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • American National Bank & Trust sold 2,000 iShares US Utilities ETF shares in Q4 2016, an estimated $123K.
  • American National Bank & Trust first reported a position in iShares US Utilities ETF in Q2 2016 and held it in 2 quarters.
  • American National Bank & Trust's iShares US Utilities ETF position peaked at $131K in Q2 2016.
  • 132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2016.

Based on American National Bank & Trust's 13F filing for Q4 2016, filed 2 Feb 2017.