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HL Financial Services’s iShares US Utilities ETF IDU Stock Holding History

HL Financial 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
2013
Q4 		– Sell
-60,324
Closed -$2.83M – 640
2013
Q3 		$2.83M Buy
60,324
+17,310
+40% +$828K 0.1% 135
2013
Q2 		$2.03M Buy
+43,014
New +$2.1M 0.07% 162

Other funds holding IDU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HL Financial Services's IDU Position: Q4 2013 in Review

HL Financial Services sold out of iShares US Utilities ETF (IDU) in Q4 2013, closing a stake of 60,324 shares — an estimated $2.83M sold.

HL Financial Services first reported a position in IDU in Q2 2013 and held it in 2 quarters. The position peaked at $2.83M in Q3 2013. 101 funds tracked by Wall St. Rank hold IDU as of Q4 2013.

  • HL Financial Services reported no remaining iShares US Utilities ETF position as of Q4 2013 after selling out during the quarter.
  • HL Financial Services sold 60,324 iShares US Utilities ETF shares in Q4 2013, an estimated $2.83M.
  • HL Financial Services first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 2 quarters.
  • HL Financial Services's iShares US Utilities ETF position peaked at $2.83M in Q3 2013.
  • 101 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2013.

Based on HL Financial Services's 13F filing for Q4 2013, filed 24 Jan 2014.