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BB&T Securities’s iShares US Utilities ETF IDU Stock Holding History

BB&T Securities’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
2019
Q3 		$1.09M Sell
13,484
-1,082
-7% -$84.1K 0.01% 761
2019
Q2 		$1.1M Buy
14,566
+334
+2% +$24.8K 0.01% 775
2019
Q1 		$1.05M Sell
14,232
-556
-4% -$39.2K 0.01% 781
2018
Q4 		$992K Buy
14,788
+982
+7% +$67.6K 0.01% 745
2018
Q3 		$925K Buy
13,806
+944
+7% +$63.7K 0.01% 845
2018
Q2 		$848K Buy
12,862
+522
+4% +$33.3K 0.01% 870
2018
Q1 		$786K Buy
12,340
+1,106
+10% +$69.6K 0.01% 860
2017
Q4 		$746K Buy
11,234
+2,768
+33% +$190K 0.01% 848
2017
Q3 		$562K Sell
8,466
-102
-1% -$6.86K 0.01% 947
2017
Q2 		$557K Buy
8,568
+2,742
+47% +$180K 0.01% 938
2017
Q1 		$374K Buy
5,826
+1,386
+31% +$86.8K 0.01% 980
2016
Q4 		$272K Hold
4,440
– – ﹤0.01% 1050
2016
Q3 		$272K Sell
4,440
-38,978
-90% -$2.47M ﹤0.01% 1049
2016
Q2 		$2.85M Buy
+43,418
New +$2.68M 0.04% 356
2016
Q1 		– Sell
-7,468
Closed -$402K – 1196
2015
Q4 		$402K Buy
+7,468
New +$405K 0.01% 800
2015
Q1 		– Sell
-147,240
Closed -$8.71M – 1114
2014
Q4 		$8.71M Buy
+147,240
New +$8.35M 0.2% 110
2014
Q3 		– Sell
-152,348
Closed -$8.48M – 1054
2014
Q2 		$8.48M Buy
+152,348
New +$8.14M 0.2% 106
2013
Q4 		– Sell
-185,978
Closed -$8.73M – 903
2013
Q3 		$8.73M Buy
185,978
+23,970
+15% +$1.15M 0.27% 86
2013
Q2 		$7.66M Buy
+162,008
New +$7.9M 0.25% 88

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

BB&T Securities's IDU Position: Q3 2019 in Review

BB&T Securities reduced its iShares US Utilities ETF (IDU) stake by 7.4% in Q3 2019, selling an estimated $84.1K and leaving 13,484 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #761.

BB&T Securities first reported a position in IDU in Q2 2013 and has held it in 19 quarters since. The position peaked at $8.73M in Q3 2013. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

  • BB&T Securities held 13,484 shares of iShares US Utilities ETF worth $1.09M as of Q3 2019.
  • BB&T Securities sold 1,082 iShares US Utilities ETF shares in Q3 2019, an estimated $84.1K.
  • iShares US Utilities ETF made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #761 holding.
  • BB&T Securities first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 19 quarters since.
  • BB&T Securities's iShares US Utilities ETF position peaked at $8.73M in Q3 2013.
  • 164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.