Comerica Securities’s iShares US Utilities ETF IDU Stock Holding History

Comerica Securities’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
2023 Q3	$2.1M	Buy	28,348 +114	+0.4%	+$9.15K	0.17%	127
2023 Q2	$2.31M	Buy	28,234 +791	+3%	+$65.9K	0.16%	138
2023 Q1	$2.3M	Buy	27,443 +2,097	+8%	+$175K	0.17%	138
2022 Q4	$2.19M	Buy	25,346 +720	+3%	+$60.4K	0.16%	142
2022 Q3	$2M	Buy	+24,626	New	+$2.22M	0.16%	137
2021 Q2	–	Sell	-3,350	Closed	-$267K	–	495
2021 Q1	$267K	Buy	3,350 +101	+3%	+$7.78K	0.02%	438
2020 Q4	$252K	Buy	3,249 +307	+10%	+$23.9K	0.02%	420
2020 Q3	$215K	Buy	2,942 +42	+1%	+$3.08K	0.02%	418
2020 Q2	$203K	Buy	+2,900	New	+$207K	0.02%	418
2020 Q1	–	Sell	-2,944	Closed	-$239K	–	433
2019 Q4	$239K	Buy	+2,944	New	+$235K	0.02%	394

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Comerica Securities's IDU Position: Q3 2023 in Review

Comerica Securities increased its iShares US Utilities ETF (IDU) stake by 0.4% in Q3 2023, buying an estimated $9.15K and bringing the position to 28,348 shares worth $2.1M. The position accounts for 0.17% of the portfolio, ranked #127.

Comerica Securities first reported a position in IDU in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.31M in Q2 2023. 201 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

Comerica Securities held 28,348 shares of iShares US Utilities ETF worth $2.1M as of Q3 2023.
Comerica Securities bought 114 iShares US Utilities ETF shares in Q3 2023, an estimated $9.15K.
iShares US Utilities ETF made up 0.17% of Comerica Securities's portfolio in Q3 2023, its #127 holding.
Comerica Securities first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 10 quarters since.
Comerica Securities's iShares US Utilities ETF position peaked at $2.31M in Q2 2023.
201 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.