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 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

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. 132 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.
132 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.