Banque Pictet & Cie’s iShares US Utilities ETF IDU Stock Holding History

Banque Pictet & Cie’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
2016 Q4	–	Sell	-4,800	Closed	-$294K	–	334
2016 Q3	$294K	Hold	4,800	–	–	0.01%	293
2016 Q2	$315K	Buy	4,800 +1,000	+26%	+$61.6K	0.01%	289
2016 Q1	$235K	Buy	+3,800	New	+$219K	0.01%	308

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Banque Pictet & Cie's IDU Position: Q4 2016 in Review

Banque Pictet & Cie sold out of iShares US Utilities ETF (IDU) in Q4 2016, closing a stake of 4,800 shares — an estimated $294K sold.

Banque Pictet & Cie first reported a position in IDU in Q1 2016 and held it in 3 quarters. The position peaked at $315K in Q2 2016. 132 funds tracked by Wall St. Rank hold IDU as of Q4 2016.

Banque Pictet & Cie reported no remaining iShares US Utilities ETF position as of Q4 2016 after selling out during the quarter.
Banque Pictet & Cie sold 4,800 iShares US Utilities ETF shares in Q4 2016, an estimated $294K.
Banque Pictet & Cie first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 3 quarters.
Banque Pictet & Cie's iShares US Utilities ETF position peaked at $315K in Q2 2016.
132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2016.

Based on Banque Pictet & Cie's 13F filing for Q4 2016, filed 6 Feb 2017.