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Legacy Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-332
Closed -$24K – 476
2019
Q1 		$24K Buy
+332
New +$23.4K 0.01% 416

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Legacy Financial Advisors's IDU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2019, closing a stake of 332 shares — an estimated $24K sold.

Legacy Financial Advisors first reported a position in IDU in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares US Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 332 iShares US Utilities ETF shares in Q2 2019, an estimated $24K.
  • Legacy Financial Advisors first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's iShares US Utilities ETF position peaked at $24K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.