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

Ifrah 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
2017 Q3	–	Sell	-8,454	Closed	-$550K	–	201
2017 Q2	$550K	Buy	8,454 +2,530	+43%	+$166K	0.22%	85
2017 Q1	$380K	Buy	5,924 +486	+9%	+$30.4K	0.15%	130
2016 Q4	$331K	Sell	5,438 -310	-5%	-$18.6K	0.13%	138
2016 Q3	$352K	Sell	5,748 -138	-2%	-$8.75K	0.14%	134
2016 Q2	$386K	Buy	+5,886	New	+$363K	0.15%	120
2015 Q1	–	Sell	-7,478	Closed	-$442K	–	208
2014 Q4	$442K	Sell	7,478 -534	-7%	-$30.3K	0.17%	106
2014 Q3	$422K	Sell	8,012 -7,040	-47%	-$375K	0.16%	114
2014 Q2	$838K	Buy	15,052 +7,826	+108%	+$418K	0.32%	68
2014 Q1	$376K	Sell	7,226 -108	-1%	-$5.36K	0.15%	117
2013 Q4	$351K	Buy	+7,334	New	+$352K	0.14%	128

Other funds holding IDU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ifrah Financial Services's IDU Position: Q3 2017 in Review

Ifrah Financial Services sold out of iShares US Utilities ETF (IDU) in Q3 2017, closing a stake of 8,454 shares — an estimated $550K sold.

Ifrah Financial Services first reported a position in IDU in Q4 2013 and held it in 10 quarters. The position peaked at $838K in Q2 2014. 135 funds tracked by Wall St. Rank hold IDU as of Q3 2017.

Ifrah Financial Services reported no remaining iShares US Utilities ETF position as of Q3 2017 after selling out during the quarter.
Ifrah Financial Services sold 8,454 iShares US Utilities ETF shares in Q3 2017, an estimated $550K.
Ifrah Financial Services first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 10 quarters.
Ifrah Financial Services's iShares US Utilities ETF position peaked at $838K in Q2 2014.
135 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2017.

Based on Ifrah Financial Services's 13F filing for Q3 2017, filed 6 Nov 2017.