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Ausdal Financial Partners’s iShares US Utilities ETF IDU Stock Holding History

Ausdal Financial Partners’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
2017
Q4 		– Sell
-3,430
Closed -$228K – 363
2017
Q3 		$228K Sell
3,430
-786
-19% -$52.9K 0.09% 290
2017
Q2 		$274K Sell
4,216
-60
-1% -$3.94K 0.12% 229
2017
Q1 		$275K Buy
+4,276
New +$268K 0.12% 207
2016
Q3 		– Sell
-4,250
Closed -$279K – 273
2016
Q2 		$279K Buy
+4,250
New +$262K 0.14% 173
2016
Q1 		– Sell
-2,390
Closed -$129K – 593
2015
Q4 		$129K Buy
+2,390
New +$130K 0.07% 264

Other funds holding IDU

AssetMark Inc
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Ausdal Financial Partners's IDU Position: Q4 2017 in Review

Ausdal Financial Partners sold out of iShares US Utilities ETF (IDU) in Q4 2017, closing a stake of 3,430 shares — an estimated $228K sold.

Ausdal Financial Partners first reported a position in IDU in Q4 2015 and held it in 5 quarters. The position peaked at $279K in Q2 2016. 145 funds tracked by Wall St. Rank hold IDU as of Q4 2017.

  • Ausdal Financial Partners reported no remaining iShares US Utilities ETF position as of Q4 2017 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,430 iShares US Utilities ETF shares in Q4 2017, an estimated $228K.
  • Ausdal Financial Partners first reported a position in iShares US Utilities ETF in Q4 2015 and held it in 5 quarters.
  • Ausdal Financial Partners's iShares US Utilities ETF position peaked at $279K in Q2 2016.
  • 145 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2017.

Based on Ausdal Financial Partners's 13F filing for Q4 2017, filed 8 Feb 2018.