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Arrow Financial’s iShares US Utilities ETF IDU Stock Holding History

Arrow Financial’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
2019
Q4 		– Sell
-320
Closed -$26K – 322
2019
Q3 		$26K Sell
320
-150
-32% -$11.7K 0.01% 252
2019
Q2 		$35K Hold
470
– – 0.01% 245
2019
Q1 		$35K Hold
470
– – 0.01% 245
2018
Q4 		$32K Sell
470
-170
-27% -$11.7K 0.01% 235
2018
Q3 		$43K Hold
640
– – 0.01% 231
2018
Q2 		$42K Hold
640
– – 0.01% 218
2018
Q1 		$41K Hold
640
– – 0.01% 225
2017
Q4 		$43K Buy
+640
New +$44K 0.01% 219

Other funds holding IDU

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Arrow Financial's IDU Position: Q4 2019 in Review

Arrow Financial sold out of iShares US Utilities ETF (IDU) in Q4 2019, closing a stake of 320 shares — an estimated $26K sold.

Arrow Financial first reported a position in IDU in Q4 2017 and held it in 8 quarters. The position peaked at $43K in Q3 2018. 195 funds tracked by Wall St. Rank hold IDU as of Q4 2019.

  • Arrow Financial reported no remaining iShares US Utilities ETF position as of Q4 2019 after selling out during the quarter.
  • Arrow Financial sold 320 iShares US Utilities ETF shares in Q4 2019, an estimated $26K.
  • Arrow Financial first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 8 quarters.
  • Arrow Financial's iShares US Utilities ETF position peaked at $43K in Q3 2018.
  • 195 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2019.

Based on Arrow Financial's 13F filing for Q4 2019, filed 10 Feb 2020.