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Bruderman Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Bruderman Asset Management’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
Q2 		– Sell
-1,982
Closed -$146K – 316
2019
Q1 		$146K Sell
1,982
-44
-2% -$3.1K 0.03% 149
2018
Q4 		$136K Sell
2,026
-14
-0.7% -$964 0.04% 141
2018
Q3 		$137K Buy
2,040
+198
+11% +$13.4K 0.03% 124
2018
Q2 		$122K Sell
1,842
-10
-0.5% -$638 0.03% 143
2018
Q1 		$118K Buy
+1,852
New +$117K 0.03% 154
2017
Q3 		– Sell
-1,180
Closed -$77K – 222
2017
Q2 		$77K Buy
+1,180
New +$77.5K 0.02% 174
2017
Q1 		– Sell
-1,100
Closed -$67K – 221
2016
Q4 		$67K Sell
1,100
-70
-6% -$4.19K 0.02% 175
2016
Q3 		$72K Sell
1,170
-70
-6% -$4.44K 0.02% 175
2016
Q2 		$81K Sell
1,240
-130
-9% -$8.01K 0.03% 175
2016
Q1 		$85K Sell
1,370
-30
-2% -$1.73K 0.03% 158
2015
Q4 		$76K Sell
1,400
-190
-12% -$10.3K 0.03% 172
2015
Q3 		$86K Sell
1,590
-10
-0.6% -$537 0.03% 164
2015
Q2 		$83K Buy
1,600
+90
+6% +$4.95K 0.03% 175
2015
Q1 		$84K Buy
+1,510
New +$87.5K 0.03% 172

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bruderman Asset Management's IDU Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares US Utilities ETF (IDU) in Q2 2019, closing a stake of 1,982 shares — an estimated $146K sold.

Bruderman Asset Management first reported a position in IDU in Q1 2015 and held it in 14 quarters. The position peaked at $146K in Q1 2019. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2019.

  • Bruderman Asset Management reported no remaining iShares US Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,982 iShares US Utilities ETF shares in Q2 2019, an estimated $146K.
  • Bruderman Asset Management first reported a position in iShares US Utilities ETF in Q1 2015 and held it in 14 quarters.
  • Bruderman Asset Management's iShares US Utilities ETF position peaked at $146K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.