HCR Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-426	Closed	-$33K	–	202
2020 Q4	$33K	Sell	426 -126	-23%	-$9.82K	0.01%	217
2020 Q3	$40K	Hold	552	–	–	0.01%	187
2020 Q2	$40K	Hold	552	–	–	0.01%	182
2020 Q1	$38K	Hold	552	–	–	0.01%	180
2019 Q4	$45K	Buy	+552	New	+$44K	0.01%	182

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

HCR Wealth Advisors's IDU Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2021, closing a stake of 426 shares — an estimated $33K sold.

HCR Wealth Advisors first reported a position in IDU in Q4 2019 and held it in 5 quarters. The position peaked at $45K in Q4 2019. 188 funds tracked by Wall St. Rank hold IDU as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 426 iShares US Utilities ETF shares in Q1 2021, an estimated $33K.
HCR Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares US Utilities ETF position peaked at $45K in Q4 2019.
188 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.