Bank of Nova Scotia
IDU icon

Bank of Nova Scotia’s iShares US Utilities ETF IDU Stock Holding History

Bank of Nova Scotia’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
Q4 		– Sell
-7,970
Closed -$427K – 760
2015
Q3 		$427K Hold
7,970
– – ﹤0.01% 466
2015
Q2 		$414K Sell
7,970
-5,704
-42% -$313K ﹤0.01% 399
2015
Q1 		$763K Buy
13,674
+1,644
+14% +$95.3K ﹤0.01% 294
2014
Q4 		$733K Buy
12,030
+608
+5% +$34.5K ﹤0.01% 314
2014
Q3 		$603K Sell
11,422
-1,708
-13% -$90.9K ﹤0.01% 333
2014
Q2 		$729K Buy
13,130
+4,260
+48% +$228K ﹤0.01% 309
2014
Q1 		$462K Buy
+8,870
New +$440K ﹤0.01% 394

Other funds holding IDU

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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia's IDU Position: Q4 2015 in Review

Bank of Nova Scotia sold out of iShares US Utilities ETF (IDU) in Q4 2015, closing a stake of 7,970 shares — an estimated $427K sold.

Bank of Nova Scotia first reported a position in IDU in Q1 2014 and held it in 7 quarters. The position peaked at $763K in Q1 2015. 117 funds tracked by Wall St. Rank hold IDU as of Q4 2015.

  • Bank of Nova Scotia reported no remaining iShares US Utilities ETF position as of Q4 2015 after selling out during the quarter.
  • Bank of Nova Scotia sold 7,970 iShares US Utilities ETF shares in Q4 2015, an estimated $427K.
  • Bank of Nova Scotia first reported a position in iShares US Utilities ETF in Q1 2014 and held it in 7 quarters.
  • Bank of Nova Scotia's iShares US Utilities ETF position peaked at $763K in Q1 2015.
  • 117 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2015.

Based on Bank of Nova Scotia's 13F filing for Q4 2015, filed 12 Feb 2016.