Gary Goldberg Planning Services’s iShares US Utilities ETF IDU Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$103K	Sell	1,750 -20	-1%	-$1.14K	0.04%	144
2014 Q3	$93K	Sell	1,770 -80	-4%	-$4.26K	0.04%	160
2014 Q2	$103K	Sell	1,850 -120	-6%	-$6.41K	0.05%	156
2014 Q1	$103K	Sell	1,970 -1,620	-45%	-$80.4K	0.05%	150
2013 Q4	$172K	Sell	3,590 -240	-6%	-$11.5K	0.1%	102
2013 Q3	$180K	Hold	3,830	–	–	0.11%	98
2013 Q2	$181K	Buy	+3,830	New	+$187K	0.12%	85

Other funds holding IDU

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 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

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

Gary Goldberg Planning Services's IDU Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its iShares US Utilities ETF (IDU) stake by 1.1% in Q4 2014, selling an estimated $1.14K and leaving 1,750 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #144.

Gary Goldberg Planning Services first reported a position in IDU in Q2 2013 and has held it in 7 quarters since. The position peaked at $181K in Q2 2013. 129 funds tracked by Wall St. Rank hold IDU as of Q4 2014.

Gary Goldberg Planning Services held 1,750 shares of iShares US Utilities ETF worth $103K as of Q4 2014.
Gary Goldberg Planning Services sold 20 iShares US Utilities ETF shares in Q4 2014, an estimated $1.14K.
iShares US Utilities ETF made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #144 holding.
Gary Goldberg Planning Services first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's iShares US Utilities ETF position peaked at $181K in Q2 2013.
129 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.