Cutter & Co Brokerage’s iShares US Utilities ETF IDU Stock Holding History

Cutter & Co Brokerage’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 Q4	–	Sell	-5,492	Closed	-$337K	–	261
2016 Q3	$337K	Buy	+5,492	New	+$348K	0.15%	140
2015 Q1	–	Sell	-3,504	Closed	-$207K	–	245
2014 Q4	$207K	Buy	+3,504	New	+$199K	0.08%	213
2014 Q3	–	Sell	-3,860	Closed	-$215K	–	249
2014 Q2	$215K	Buy	+3,860	New	+$206K	0.08%	205

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cutter & Co Brokerage's IDU Position: Q4 2016 in Review

Cutter & Co Brokerage sold out of iShares US Utilities ETF (IDU) in Q4 2016, closing a stake of 5,492 shares — an estimated $337K sold.

Cutter & Co Brokerage first reported a position in IDU in Q2 2014 and held it in 3 quarters. The position peaked at $337K in Q3 2016. 132 funds tracked by Wall St. Rank hold IDU as of Q4 2016.

Cutter & Co Brokerage reported no remaining iShares US Utilities ETF position as of Q4 2016 after selling out during the quarter.
Cutter & Co Brokerage sold 5,492 iShares US Utilities ETF shares in Q4 2016, an estimated $337K.
Cutter & Co Brokerage first reported a position in iShares US Utilities ETF in Q2 2014 and held it in 3 quarters.
Cutter & Co Brokerage's iShares US Utilities ETF position peaked at $337K in Q3 2016.
132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2016.

Based on Cutter & Co Brokerage's 13F filing for Q4 2016, filed 3 Feb 2017.