Freedom Investment Management’s iShares US Utilities ETF IDU Stock Holding History

Freedom Investment 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 Q1	–	Sell	-4,482	Closed	-$363K	–	692
2019 Q4	$363K	Buy	+4,482	New	+$357K	0.03%	429
2017 Q1	–	Sell	-21,356	Closed	-$1.3M	–	1083
2016 Q4	$1.3M	Buy	21,356 +12,778	+149%	+$765K	0.08%	184
2016 Q3	$526K	Sell	8,578 -6,004	-41%	-$381K	0.03%	434
2016 Q2	$957K	Buy	14,582 +560	+4%	+$34.5K	0.07%	228
2016 Q1	$867K	Buy	14,022 +8,098	+137%	+$466K	0.06%	246
2015 Q4	$320K	Buy	+5,924	New	+$321K	0.02%	534
2015 Q1	–	Sell	-4,054	Closed	-$240K	–	645
2014 Q4	$240K	Buy	+4,054	New	+$230K	0.03%	499

Other funds holding IDU

DWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Freedom Investment Management's IDU Position: Q1 2020 in Review

Freedom Investment Management sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 4,482 shares — an estimated $363K sold.

Freedom Investment Management first reported a position in IDU in Q4 2014 and held it in 7 quarters. The position peaked at $1.3M in Q4 2016. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

Freedom Investment Management reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
Freedom Investment Management sold 4,482 iShares US Utilities ETF shares in Q1 2020, an estimated $363K.
Freedom Investment Management first reported a position in iShares US Utilities ETF in Q4 2014 and held it in 7 quarters.
Freedom Investment Management's iShares US Utilities ETF position peaked at $1.3M in Q4 2016.
191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.