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

Credit Suisse’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
2017
Q1 		– Sell
-100,000
Closed -$6.09M – 3920
2016
Q4 		$6.09M Sell
100,000
-2
-0% -$120 0.01% 1515
2016
Q3 		$6.13M Sell
100,002
-40
-0% -$2.54K 0.01% 1511
2016
Q2 		$6.57M Sell
100,042
-99,960
-50% -$6.16M 0.01% 1451
2016
Q1 		$12.4M Buy
200,002
+68,392
+52% +$3.93M 0.01% 995
2015
Q4 		$7.1M Buy
131,610
+122,878
+1,407% +$6.67M 0.01% 1342
2015
Q3 		$471K Sell
8,732
-11,884
-58% -$638K ﹤0.01% 3440
2015
Q2 		$1.07M Sell
20,616
-81,996
-80% -$4.51M ﹤0.01% 3119
2015
Q1 		$5.73M Buy
102,612
+10,462
+11% +$607K 0.01% 1565
2014
Q4 		$5.45M Buy
92,150
+23,066
+33% +$1.31M ﹤0.01% 1692
2014
Q3 		$3.64M Buy
69,084
+63,408
+1,117% +$3.38M ﹤0.01% 2008
2014
Q2 		$316K Buy
+5,676
New +$303K ﹤0.01% 4082
2014
Q1 		– Sell
-145,856
Closed -$6.99M – 4755
2013
Q4 		$6.99M Buy
+145,856
New +$7.01M 0.01% 1557
2013
Q3 		– Sell
-31,640
Closed -$1.5M – 4272
2013
Q2 		$1.5M Buy
+31,640
New +$1.54M ﹤0.01% 2481

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse's IDU Position: Q1 2017 in Review

Credit Suisse sold out of iShares US Utilities ETF (IDU) in Q1 2017, closing a stake of 100,000 shares — an estimated $6.09M sold.

Credit Suisse first reported a position in IDU in Q2 2013 and held it in 13 quarters. The position peaked at $12.4M in Q1 2016. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2017.

  • Credit Suisse reported no remaining iShares US Utilities ETF position as of Q1 2017 after selling out during the quarter.
  • Credit Suisse sold 100,000 iShares US Utilities ETF shares in Q1 2017, an estimated $6.09M.
  • Credit Suisse first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 13 quarters.
  • Credit Suisse's iShares US Utilities ETF position peaked at $12.4M in Q1 2016.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2017.

Based on Credit Suisse's 13F filing for Q1 2017, filed 15 May 2017.