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Ceros Financial Services’s iShares US Utilities ETF IDU Stock Holding History

Ceros Financial Services’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
Q1 		$52K Buy
+706
New +$49.8K 0.02% 149

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ceros Financial Services's IDU Position: Q1 2019 in Review

Ceros Financial Services opened a new position in iShares US Utilities ETF (IDU) in Q1 2019: 706 shares worth $52K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings.

160 funds tracked by Wall St. Rank hold IDU as of Q1 2019.

  • Ceros Financial Services held 706 shares of iShares US Utilities ETF worth $52K as of Q1 2019.
  • iShares US Utilities ETF was a new Ceros Financial Services position in Q1 2019.
  • iShares US Utilities ETF made up 0.02% of Ceros Financial Services's portfolio in Q1 2019, its #149 holding.
  • 160 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.