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Constellation Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Constellation Wealth Advisors’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
Q3 		– Sell
-16,124
Closed -$898K – 205
2014
Q2 		$898K Buy
+16,124
New +$861K 0.1% 103
2013
Q4 		– Sell
-58,714
Closed -$2.76M – 200
2013
Q3 		$2.76M Buy
58,714
+17,780
+43% +$851K 0.31% 81
2013
Q2 		$1.94M Buy
+40,934
New +$2M 0.23% 95

Other funds holding IDU

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Constellation Wealth Advisors's IDU Position: Q3 2014 in Review

Constellation Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2014, closing a stake of 16,124 shares — an estimated $898K sold.

Constellation Wealth Advisors first reported a position in IDU in Q2 2013 and held it in 3 quarters. The position peaked at $2.76M in Q3 2013. 102 funds tracked by Wall St. Rank hold IDU as of Q3 2014.

  • Constellation Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q3 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 16,124 iShares US Utilities ETF shares in Q3 2014, an estimated $898K.
  • Constellation Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 3 quarters.
  • Constellation Wealth Advisors's iShares US Utilities ETF position peaked at $2.76M in Q3 2013.
  • 102 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2014.

Based on Constellation Wealth Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.