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Great Valley Advisor Group’s iShares US Utilities ETF IDU Stock Holding History

Great Valley Advisor Group’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
-32,184
Closed -$1.42M – 303
2018
Q4 		$1.42M Buy
+32,184
New +$2.22M 0.53% 45

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

Great Valley Advisor Group's IDU Position: Q1 2019 in Review

Great Valley Advisor Group sold out of iShares US Utilities ETF (IDU) in Q1 2019, closing a stake of 32,184 shares — an estimated $1.42M sold.

Great Valley Advisor Group first reported a position in IDU in Q4 2018 and held it in 1 quarter. The position peaked at $1.42M in Q4 2018. 160 funds tracked by Wall St. Rank hold IDU as of Q1 2019.

  • Great Valley Advisor Group reported no remaining iShares US Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Great Valley Advisor Group sold 32,184 iShares US Utilities ETF shares in Q1 2019, an estimated $1.42M.
  • Great Valley Advisor Group first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 1 quarter.
  • Great Valley Advisor Group's iShares US Utilities ETF position peaked at $1.42M in Q4 2018.
  • 160 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2019.

Based on Great Valley Advisor Group's 13F filing for Q1 2019, filed 26 Apr 2019.