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

Columbia 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
2014
Q4 		$620K Buy
+10,500
New +$596K 0.68% 62

Other funds holding IDU

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Columbia Capital's IDU Position: Q4 2014 in Review

Columbia Capital opened a new position in iShares US Utilities ETF (IDU) in Q4 2014: 10,500 shares worth $620K. The stake represents 0.68% of the portfolio and ranks #62 among its holdings.

129 funds tracked by Wall St. Rank hold IDU as of Q4 2014.

  • Columbia Capital held 10,500 shares of iShares US Utilities ETF worth $620K as of Q4 2014.
  • iShares US Utilities ETF was a new Columbia Capital position in Q4 2014.
  • iShares US Utilities ETF made up 0.68% of Columbia Capital's portfolio in Q4 2014, its #62 holding.
  • 129 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.