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Gupta Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-1,018
Closed -$55K – 1205
2015
Q4 		$55K Buy
+1,018
New +$55.2K 0.01% 411

Other funds holding IDU

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Gupta Wealth Management's IDU Position: Q1 2016 in Review

Gupta Wealth Management sold out of iShares US Utilities ETF (IDU) in Q1 2016, closing a stake of 1,018 shares — an estimated $55K sold.

Gupta Wealth Management first reported a position in IDU in Q4 2015 and held it in 1 quarter. The position peaked at $55K in Q4 2015. 133 funds tracked by Wall St. Rank hold IDU as of Q1 2016.

  • Gupta Wealth Management reported no remaining iShares US Utilities ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,018 iShares US Utilities ETF shares in Q1 2016, an estimated $55K.
  • Gupta Wealth Management first reported a position in iShares US Utilities ETF in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares US Utilities ETF position peaked at $55K in Q4 2015.
  • 133 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.