Credit Agricole’s iShares US Utilities ETF IDU Stock Holding History

Credit Agricole’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
2016 Q1	–	Sell	-3,994	Closed	-$216K	–	1323
2015 Q4	$216K	Sell	3,994 -14,248	-78%	-$773K	﹤0.01%	1280
2015 Q3	$984K	Buy	18,242 +6,268	+52%	+$336K	﹤0.01%	1015
2015 Q2	$621K	Hold	11,974	–	–	﹤0.01%	1117
2015 Q1	$669K	Buy	+11,974	New	+$694K	﹤0.01%	1164

Other funds holding IDU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Credit Agricole's IDU Position: Q1 2016 in Review

Credit Agricole sold out of iShares US Utilities ETF (IDU) in Q1 2016, closing a stake of 3,994 shares — an estimated $216K sold.

Credit Agricole first reported a position in IDU in Q1 2015 and held it in 4 quarters. The position peaked at $984K in Q3 2015. 132 funds tracked by Wall St. Rank hold IDU as of Q1 2016.

Credit Agricole reported no remaining iShares US Utilities ETF position as of Q1 2016 after selling out during the quarter.
Credit Agricole sold 3,994 iShares US Utilities ETF shares in Q1 2016, an estimated $216K.
Credit Agricole first reported a position in iShares US Utilities ETF in Q1 2015 and held it in 4 quarters.
Credit Agricole's iShares US Utilities ETF position peaked at $984K in Q3 2015.
132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2016.

Based on Credit Agricole's 13F filing for Q1 2016, filed 12 May 2016.