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Crosspoint Capital Strategies’s iShares US Utilities ETF IDU Stock Holding History

Crosspoint Capital Strategies’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
-556
Closed -$33K – 440
2015
Q4 		$33K Buy
+556
New +$30.2K 0.01% 504
2015
Q3 		– Sell
-150
Closed -$8K – 817
2015
Q2 		$8K Hold
150
– – ﹤0.01% 551
2015
Q1 		$8K Sell
150
-64
-30% -$3.71K ﹤0.01% 399
2014
Q4 		$13K Buy
+214
New +$12.1K ﹤0.01% 494

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Crosspoint Capital Strategies's IDU Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares US Utilities ETF (IDU) in Q1 2016, closing a stake of 556 shares — an estimated $33K sold.

Crosspoint Capital Strategies first reported a position in IDU in Q4 2014 and held it in 4 quarters. The position peaked at $33K in Q4 2015. 133 funds tracked by Wall St. Rank hold IDU as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares US Utilities ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 556 iShares US Utilities ETF shares in Q1 2016, an estimated $33K.
  • Crosspoint Capital Strategies first reported a position in iShares US Utilities ETF in Q4 2014 and held it in 4 quarters.
  • Crosspoint Capital Strategies's iShares US Utilities ETF position peaked at $33K in Q4 2015.
  • 133 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.