LBA Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

LBA Wealth Management’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 Q1	$234K	Buy	3,650 +850	+30%	+$53.2K	0.12%	100
2016 Q4	$171K	Sell	2,800 -130	-4%	-$7.78K	0.09%	111
2016 Q3	$180K	Hold	2,930	–	–	0.1%	116
2016 Q2	$192K	Sell	2,930 -50	-2%	-$3.08K	0.11%	109
2016 Q1	$184K	Sell	2,980 -150	-5%	-$8.63K	0.11%	112
2015 Q4	$169K	Buy	3,130 +150	+5%	+$8.14K	0.1%	125
2015 Q3	$161K	Buy	2,980 +130	+5%	+$6.98K	0.1%	120
2015 Q2	$148K	Hold	2,850	–	–	0.09%	109
2015 Q1	$159K	Sell	2,850 -50	-2%	-$2.9K	0.1%	107
2014 Q4	$171K	Sell	2,900 -700	-19%	-$39.7K	0.11%	108
2014 Q3	$189K	Sell	3,600 -1,080	-23%	-$57.5K	0.13%	86
2014 Q2	$261K	Sell	4,680 -180	-4%	-$9.62K	0.21%	67
2014 Q1	$253K	Hold	4,860	–	–	0.21%	68
2013 Q4	$233K	Buy	+4,860	New	+$234K	0.19%	68

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LBA Wealth Management's IDU Position: Q1 2017 in Review

LBA Wealth Management increased its iShares US Utilities ETF (IDU) stake by 30% in Q1 2017, buying an estimated $53.2K and bringing the position to 3,650 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #100.

LBA Wealth Management first reported a position in IDU in Q4 2013 and has held it in 14 quarters since. The position peaked at $261K in Q2 2014. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2017.

LBA Wealth Management held 3,650 shares of iShares US Utilities ETF worth $234K as of Q1 2017.
LBA Wealth Management bought 850 iShares US Utilities ETF shares in Q1 2017, an estimated $53.2K.
iShares US Utilities ETF made up 0.12% of LBA Wealth Management's portfolio in Q1 2017, its #100 holding.
LBA Wealth Management first reported a position in iShares US Utilities ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Utilities ETF position peaked at $261K in Q2 2014.
136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.