AWS
IDU icon

Aris Wealth Services’s iShares US Utilities ETF IDU Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-164
Closed -$9K – 435
2015
Q2 		$9K Hold
164
– – 0.01% 377
2015
Q1 		$9K Buy
+164
New +$9.51K 0.01% 373

Other funds holding IDU

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Aris Wealth Services's IDU Position: Q3 2015 in Review

Aris Wealth Services sold out of iShares US Utilities ETF (IDU) in Q3 2015, closing a stake of 164 shares — an estimated $9K sold.

Aris Wealth Services first reported a position in IDU in Q1 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2015. 105 funds tracked by Wall St. Rank hold IDU as of Q3 2015.

  • Aris Wealth Services reported no remaining iShares US Utilities ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 164 iShares US Utilities ETF shares in Q3 2015, an estimated $9K.
  • Aris Wealth Services first reported a position in iShares US Utilities ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's iShares US Utilities ETF position peaked at $9K in Q2 2015.
  • 105 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.