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Farmers & Merchants Investments Inc’s iShares US Utilities ETF IDU Stock Holding History

Farmers & Merchants Investments Inc’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
2020
Q4 		– Sell
-660
Closed -$48K – 851
2020
Q3 		$48K Buy
+660
New +$48.4K ﹤0.01% 329
2014
Q1 		– Sell
-348
Closed -$17K – 667
2013
Q4 		$17K Buy
+348
New +$16.7K ﹤0.01% 421

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farmers & Merchants Investments Inc's IDU Position: Q4 2020 in Review

Farmers & Merchants Investments Inc sold out of iShares US Utilities ETF (IDU) in Q4 2020, closing a stake of 660 shares — an estimated $48K sold.

Farmers & Merchants Investments Inc first reported a position in IDU in Q4 2013 and held it in 2 quarters. The position peaked at $48K in Q3 2020. 187 funds tracked by Wall St. Rank hold IDU as of Q4 2020.

  • Farmers & Merchants Investments Inc reported no remaining iShares US Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 660 iShares US Utilities ETF shares in Q4 2020, an estimated $48K.
  • Farmers & Merchants Investments Inc first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares US Utilities ETF position peaked at $48K in Q3 2020.
  • 187 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2020, filed 20 Jan 2021.