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Charter Oak Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Charter Oak Capital 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
2021
Q3 		– Sell
-56
Closed -$4K – 847
2021
Q2 		$4K Hold
56
– – ﹤0.01% 691
2021
Q1 		$4K Hold
56
– – ﹤0.01% 654
2020
Q4 		$4K Buy
+56
New +$4.36K ﹤0.01% 622

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Charter Oak Capital Management's IDU Position: Q3 2021 in Review

Charter Oak Capital Management sold out of iShares US Utilities ETF (IDU) in Q3 2021, closing a stake of 56 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in IDU in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 183 funds tracked by Wall St. Rank hold IDU as of Q3 2021.

  • Charter Oak Capital Management reported no remaining iShares US Utilities ETF position as of Q3 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 56 iShares US Utilities ETF shares in Q3 2021, an estimated $4K.
  • Charter Oak Capital Management first reported a position in iShares US Utilities ETF in Q4 2020 and held it in 3 quarters.
  • Charter Oak Capital Management's iShares US Utilities ETF position peaked at $4K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2021.

Based on Charter Oak Capital Management's 13F filing for Q3 2021, filed 8 Nov 2021.