BA
IDU icon

Ballew Advisors’s iShares US Utilities ETF IDU Stock Holding History

Ballew Advisors’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
2018
Q4 		– Sell
-800
Closed -$54K – 254
2018
Q3 		$54K Hold
800
– – 0.05% 156
2018
Q2 		$53K Hold
800
– – 0.06% 154
2018
Q1 		$51K Buy
+800
New +$50.4K 0.04% 161

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ballew Advisors's IDU Position: Q4 2018 in Review

Ballew Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2018, closing a stake of 800 shares — an estimated $54K sold.

Ballew Advisors first reported a position in IDU in Q1 2018 and held it in 3 quarters. The position peaked at $54K in Q3 2018. 151 funds tracked by Wall St. Rank hold IDU as of Q4 2018.

  • Ballew Advisors reported no remaining iShares US Utilities ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 800 iShares US Utilities ETF shares in Q4 2018, an estimated $54K.
  • Ballew Advisors first reported a position in iShares US Utilities ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares US Utilities ETF position peaked at $54K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.