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Fusion Family Wealth’s iShares US Utilities ETF IDU Stock Holding History

Fusion Family Wealth’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
2017
Q3 		– Sell
-200
Closed -$13K – 266
2017
Q2 		$13K Hold
200
– – ﹤0.01% 194
2017
Q1 		$13K Hold
200
– – ﹤0.01% 192
2016
Q4 		$12K Buy
+200
New +$12K 0.01% 232

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fusion Family Wealth's IDU Position: Q3 2017 in Review

Fusion Family Wealth sold out of iShares US Utilities ETF (IDU) in Q3 2017, closing a stake of 200 shares — an estimated $13K sold.

Fusion Family Wealth first reported a position in IDU in Q4 2016 and held it in 3 quarters. The position peaked at $13K in Q2 2017. 135 funds tracked by Wall St. Rank hold IDU as of Q3 2017.

  • Fusion Family Wealth reported no remaining iShares US Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 200 iShares US Utilities ETF shares in Q3 2017, an estimated $13K.
  • Fusion Family Wealth first reported a position in iShares US Utilities ETF in Q4 2016 and held it in 3 quarters.
  • Fusion Family Wealth's iShares US Utilities ETF position peaked at $13K in Q2 2017.
  • 135 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.