Brick & Kyle Associates’s iShares US Utilities ETF IDU Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-1,000	Closed	-$64K	–	204
2017 Q1	$64K	Buy	1,000 +300	+43%	+$18.8K	0.05%	155
2016 Q4	$43K	Hold	700	–	–	0.03%	192
2016 Q3	$43K	Hold	700	–	–	0.03%	192
2016 Q2	$46K	Hold	700	–	–	0.04%	187
2016 Q1	$43K	Sell	700 -200	-22%	-$11.5K	0.04%	185
2015 Q4	$49K	Hold	900	–	–	0.04%	174
2015 Q3	$49K	Hold	900	–	–	0.05%	170
2015 Q2	$47K	Hold	900	–	–	0.04%	181
2015 Q1	$50K	Hold	900	–	–	0.04%	177
2014 Q4	$53K	Buy	+900	New	+$51.1K	0.05%	173

Other funds holding IDU

DWM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Brick & Kyle Associates's IDU Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares US Utilities ETF (IDU) in Q2 2017, closing a stake of 1,000 shares — an estimated $64K sold.

Brick & Kyle Associates first reported a position in IDU in Q4 2014 and held it in 10 quarters. The position peaked at $64K in Q1 2017. 141 funds tracked by Wall St. Rank hold IDU as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares US Utilities ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 1,000 iShares US Utilities ETF shares in Q2 2017, an estimated $64K.
Brick & Kyle Associates first reported a position in iShares US Utilities ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares US Utilities ETF position peaked at $64K in Q1 2017.
141 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.