Bremer Trust National Association’s iShares US Utilities ETF IDU Stock Holding History

Bremer Trust National Association’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	$13K	Buy	+198	New	+$13.6K	﹤0.01%	616

Other funds holding IDU

DWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bremer Trust National Association's IDU Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in iShares US Utilities ETF (IDU) in Q4 2018: 198 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

151 funds tracked by Wall St. Rank hold IDU as of Q4 2018.

Bremer Trust National Association held 198 shares of iShares US Utilities ETF worth $13K as of Q4 2018.
iShares US Utilities ETF was a new Bremer Trust National Association position in Q4 2018.
iShares US Utilities ETF made up ﹤0.01% of Bremer Trust National Association's portfolio in Q4 2018, its #616 holding.
151 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.