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Campbell Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-40
Closed -$3K – 188
2020
Q2 		$3K Buy
+40
New +$2.86K ﹤0.01% 324

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Campbell Wealth Management's IDU Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares US Utilities ETF (IDU) in Q3 2020, closing a stake of 40 shares — an estimated $3K sold.

Campbell Wealth Management first reported a position in IDU in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 175 funds tracked by Wall St. Rank hold IDU as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares US Utilities ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 40 iShares US Utilities ETF shares in Q3 2020, an estimated $3K.
  • Campbell Wealth Management first reported a position in iShares US Utilities ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares US Utilities ETF position peaked at $3K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.