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Global Financial Private Capital’s iShares US Utilities ETF IDU Stock Holding History

Global Financial Private Capital’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
2019
Q1 		– Sell
-7,308
Closed -$490K – 378
2018
Q4 		$490K Buy
7,308
+2,468
+51% +$170K 0.03% 258
2018
Q3 		$324K Buy
+4,840
New +$327K 0.01% 439

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Global Financial Private Capital's IDU Position: Q1 2019 in Review

Global Financial Private Capital sold out of iShares US Utilities ETF (IDU) in Q1 2019, closing a stake of 7,308 shares — an estimated $490K sold.

Global Financial Private Capital first reported a position in IDU in Q3 2018 and held it in 2 quarters. The position peaked at $490K in Q4 2018. 160 funds tracked by Wall St. Rank hold IDU as of Q1 2019.

  • Global Financial Private Capital reported no remaining iShares US Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 7,308 iShares US Utilities ETF shares in Q1 2019, an estimated $490K.
  • Global Financial Private Capital first reported a position in iShares US Utilities ETF in Q3 2018 and held it in 2 quarters.
  • Global Financial Private Capital's iShares US Utilities ETF position peaked at $490K in Q4 2018.
  • 160 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2019.

Based on Global Financial Private Capital's 13F filing for Q1 2019, filed 10 May 2019.