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

Calton & 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
2020
Q2 		– Sell
-3,148
Closed -$217K – 344
2020
Q1 		$217K Buy
+3,148
New +$251K 0.05% 257
2019
Q4 		– Sell
-5,320
Closed -$433K – 368
2019
Q3 		$433K Buy
+5,320
New +$414K 0.1% 174

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Calton & Associates's IDU Position: Q2 2020 in Review

Calton & Associates sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 3,148 shares — an estimated $217K sold.

Calton & Associates first reported a position in IDU in Q3 2019 and held it in 2 quarters. The position peaked at $433K in Q3 2019. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

  • Calton & Associates reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Calton & Associates sold 3,148 iShares US Utilities ETF shares in Q2 2020, an estimated $217K.
  • Calton & Associates first reported a position in iShares US Utilities ETF in Q3 2019 and held it in 2 quarters.
  • Calton & Associates's iShares US Utilities ETF position peaked at $433K in Q3 2019.
  • 184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Calton & Associates's 13F filing for Q2 2020, filed 10 Aug 2020.