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DRW Securities’s iShares US Utilities ETF IDU Stock Holding History

DRW Securities’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
2014
Q1 		– Sell
-13,514
Closed -$647K – 175
2013
Q4 		$647K Buy
+13,514
New +$649K 0.03% 104

Other funds holding IDU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DRW Securities's IDU Position: Q1 2014 in Review

DRW Securities sold out of iShares US Utilities ETF (IDU) in Q1 2014, closing a stake of 13,514 shares — an estimated $647K sold.

DRW Securities first reported a position in IDU in Q4 2013 and held it in 1 quarter. The position peaked at $647K in Q4 2013. 98 funds tracked by Wall St. Rank hold IDU as of Q1 2014.

  • DRW Securities reported no remaining iShares US Utilities ETF position as of Q1 2014 after selling out during the quarter.
  • DRW Securities sold 13,514 iShares US Utilities ETF shares in Q1 2014, an estimated $647K.
  • DRW Securities first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 1 quarter.
  • DRW Securities's iShares US Utilities ETF position peaked at $647K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2014.

Based on DRW Securities's 13F filing for Q1 2014, filed 16 May 2014.