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Harvest Investment Services’s iShares US Utilities ETF IDU Stock Holding History

Harvest Investment 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
2019
Q4 		– Sell
-5,030
Closed -$408K – 166
2019
Q3 		$408K Sell
5,030
-1,374
-21% -$107K 0.2% 83
2019
Q2 		$481K Sell
6,404
-3,584
-36% -$266K 0.27% 78
2019
Q1 		$731K Buy
9,988
+3,512
+54% +$248K 0.42% 58
2018
Q4 		$437K Buy
+6,476
New +$446K 0.4% 56

Other funds holding IDU

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Harvest Investment Services's IDU Position: Q4 2019 in Review

Harvest Investment Services sold out of iShares US Utilities ETF (IDU) in Q4 2019, closing a stake of 5,030 shares — an estimated $408K sold.

Harvest Investment Services first reported a position in IDU in Q4 2018 and held it in 4 quarters. The position peaked at $731K in Q1 2019. 195 funds tracked by Wall St. Rank hold IDU as of Q4 2019.

  • Harvest Investment Services reported no remaining iShares US Utilities ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Investment Services sold 5,030 iShares US Utilities ETF shares in Q4 2019, an estimated $408K.
  • Harvest Investment Services first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 4 quarters.
  • Harvest Investment Services's iShares US Utilities ETF position peaked at $731K in Q1 2019.
  • 195 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2019.

Based on Harvest Investment Services's 13F filing for Q4 2019, filed 17 Jan 2020.