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Firestone Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Firestone Capital 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
2020
Q2 		– Sell
-800
Closed -$55K – 447
2020
Q1 		$55K Hold
800
– – 0.03% 173
2019
Q4 		$65K Buy
+800
New +$63.8K 0.03% 181

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Firestone Capital Management's IDU Position: Q2 2020 in Review

Firestone Capital Management sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 800 shares — an estimated $55K sold.

Firestone Capital Management first reported a position in IDU in Q4 2019 and held it in 2 quarters. The position peaked at $65K in Q4 2019. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

  • Firestone Capital Management reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Firestone Capital Management sold 800 iShares US Utilities ETF shares in Q2 2020, an estimated $55K.
  • Firestone Capital Management first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 2 quarters.
  • Firestone Capital Management's iShares US Utilities ETF position peaked at $65K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Firestone Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.