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Cavalier Investments’s iShares US Utilities ETF IDU Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-47,036
Closed -$3.13M – 180
2017
Q4 		$3.13M Buy
+47,036
New +$3.23M 1.25% 18

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cavalier Investments's IDU Position: Q1 2018 in Review

Cavalier Investments sold out of iShares US Utilities ETF (IDU) in Q1 2018, closing a stake of 47,036 shares — an estimated $3.13M sold.

Cavalier Investments first reported a position in IDU in Q4 2017 and held it in 1 quarter. The position peaked at $3.13M in Q4 2017. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2018.

  • Cavalier Investments reported no remaining iShares US Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 47,036 iShares US Utilities ETF shares in Q1 2018, an estimated $3.13M.
  • Cavalier Investments first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 1 quarter.
  • Cavalier Investments's iShares US Utilities ETF position peaked at $3.13M in Q4 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.