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Cedar Capital’s iShares US Utilities ETF IDU Stock Holding History

Cedar Capital’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
2016
Q2 		– Sell
-15,952
Closed -$986K – 85
2016
Q1 		$986K Buy
+15,952
New +$917K 0.29% 36

Other funds holding IDU

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cedar Capital's IDU Position: Q2 2016 in Review

Cedar Capital sold out of iShares US Utilities ETF (IDU) in Q2 2016, closing a stake of 15,952 shares — an estimated $986K sold.

Cedar Capital first reported a position in IDU in Q1 2016 and held it in 1 quarter. The position peaked at $986K in Q1 2016. 137 funds tracked by Wall St. Rank hold IDU as of Q2 2016.

  • Cedar Capital reported no remaining iShares US Utilities ETF position as of Q2 2016 after selling out during the quarter.
  • Cedar Capital sold 15,952 iShares US Utilities ETF shares in Q2 2016, an estimated $986K.
  • Cedar Capital first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 1 quarter.
  • Cedar Capital's iShares US Utilities ETF position peaked at $986K in Q1 2016.
  • 137 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2016.

Based on Cedar Capital's 13F filing for Q2 2016, filed 5 Aug 2016.