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Cornerstone Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Cornerstone Wealth 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
2018
Q3 		– Sell
-30,584
Closed -$115K – 1403
2018
Q2 		$115K Buy
+30,584
New +$1.95M ﹤0.01% 1397

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Wealth Management's IDU Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares US Utilities ETF (IDU) in Q3 2018, closing a stake of 30,584 shares — an estimated $115K sold.

Cornerstone Wealth Management first reported a position in IDU in Q2 2018 and held it in 1 quarter. The position peaked at $115K in Q2 2018. 136 funds tracked by Wall St. Rank hold IDU as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares US Utilities ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 30,584 iShares US Utilities ETF shares in Q3 2018, an estimated $115K.
  • Cornerstone Wealth Management first reported a position in iShares US Utilities ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares US Utilities ETF position peaked at $115K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.