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Banque Cantonale Vaudoise’s iShares US Utilities ETF IDU Stock Holding History

Banque Cantonale Vaudoise’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
2021
Q4 		– Sell
-11,000
Closed -$868K – 1360
2021
Q3 		$868K Hold
11,000
– – 0.04% 433
2021
Q2 		$864K Buy
+11,000
New +$892K 0.04% 459
2020
Q1 		– Sell
-18,750
Closed -$1.52M – 930
2019
Q4 		$1.52M Buy
+18,750
New +$1.49M 0.1% 219

Other funds holding IDU

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Banque Cantonale Vaudoise's IDU Position: Q4 2021 in Review

Banque Cantonale Vaudoise sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 11,000 shares — an estimated $868K sold.

Banque Cantonale Vaudoise first reported a position in IDU in Q4 2019 and held it in 3 quarters. The position peaked at $1.52M in Q4 2019. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

  • Banque Cantonale Vaudoise reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 11,000 iShares US Utilities ETF shares in Q4 2021, an estimated $868K.
  • Banque Cantonale Vaudoise first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 3 quarters.
  • Banque Cantonale Vaudoise's iShares US Utilities ETF position peaked at $1.52M in Q4 2019.
  • 198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2021, filed 14 Feb 2022.