IFC Holdings’s iShares US Utilities ETF IDU Stock Holding History

IFC Holdings’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 Q3	–	Sell	-12,380	Closed	-$813K	–	413
2016 Q2	$813K	Sell	12,380 -1,558	-11%	-$96K	0.09%	156
2016 Q1	$866K	Buy	+13,938	New	+$802K	0.11%	132

Other funds holding IDU

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

DWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IFC Holdings's IDU Position: Q3 2016 in Review

IFC Holdings sold out of iShares US Utilities ETF (IDU) in Q3 2016, closing a stake of 12,380 shares — an estimated $813K sold.

IFC Holdings first reported a position in IDU in Q1 2016 and held it in 2 quarters. The position peaked at $866K in Q1 2016. 141 funds tracked by Wall St. Rank hold IDU as of Q3 2016.

IFC Holdings reported no remaining iShares US Utilities ETF position as of Q3 2016 after selling out during the quarter.
IFC Holdings sold 12,380 iShares US Utilities ETF shares in Q3 2016, an estimated $813K.
IFC Holdings first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 2 quarters.
IFC Holdings's iShares US Utilities ETF position peaked at $866K in Q1 2016.
141 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2016.

Based on IFC Holdings's 13F filing for Q3 2016, filed 24 Oct 2016.