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Evercore Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Evercore Wealth Management’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
-2,000
Closed -$123K – 1055
2016
Q3 		$123K Buy
+2,000
New +$127K 0.01% 448
2013
Q4 		– Sell
-160
Closed -$8K – 911
2013
Q3 		$8K Hold
160
– – ﹤0.01% 780
2013
Q2 		$8K Buy
+160
New +$7.81K ﹤0.01% 734

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's IDU Position: Q4 2016 in Review

Evercore Wealth Management sold out of iShares US Utilities ETF (IDU) in Q4 2016, closing a stake of 2,000 shares — an estimated $123K sold.

Evercore Wealth Management first reported a position in IDU in Q2 2013 and held it in 3 quarters. The position peaked at $123K in Q3 2016. 132 funds tracked by Wall St. Rank hold IDU as of Q4 2016.

  • Evercore Wealth Management reported no remaining iShares US Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 2,000 iShares US Utilities ETF shares in Q4 2016, an estimated $123K.
  • Evercore Wealth Management first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 3 quarters.
  • Evercore Wealth Management's iShares US Utilities ETF position peaked at $123K in Q3 2016.
  • 132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.