Israel Englander’s iShares US Utilities ETF IDU Stock Holding History

Israel Englander’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	-6,738	Closed	-$442K	–	3409
2016 Q2	$442K	Buy	6,738 +3,468	+106%	+$214K	﹤0.01%	2547
2016 Q1	$202K	Sell	3,270 -8,656	-73%	-$498K	﹤0.01%	2951
2015 Q4	$644K	Buy	+11,926	New	+$647K	﹤0.01%	2517
2015 Q1	–	Sell	-4,670	Closed	-$276K	–	3820
2014 Q4	$276K	Buy	+4,670	New	+$265K	﹤0.01%	3406

Other funds holding IDU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Israel Englander's IDU Position: Q3 2016 in Review

Israel Englander sold out of iShares US Utilities ETF (IDU) in Q3 2016, closing a stake of 6,738 shares — an estimated $442K sold.

Israel Englander first reported a position in IDU in Q4 2014 and held it in 4 quarters. The position peaked at $644K in Q4 2015. 141 funds tracked by Wall St. Rank hold IDU as of Q3 2016.

Israel Englander reported no remaining iShares US Utilities ETF position as of Q3 2016 after selling out during the quarter.
Israel Englander sold 6,738 iShares US Utilities ETF shares in Q3 2016, an estimated $442K.
Israel Englander first reported a position in iShares US Utilities ETF in Q4 2014 and held it in 4 quarters.
Israel Englander's iShares US Utilities ETF position peaked at $644K in Q4 2015.
141 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2016.

Based on Millennium Management's 13F filing for Q3 2016, filed 14 Nov 2016.