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Lehman Financial Resources’s iShares US Utilities ETF IDU Stock Holding History

Lehman Financial Resources’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
2015
Q3 		– Sell
-100
Closed -$5K – 467
2015
Q2 		$5K Buy
+100
New +$5.5K ﹤0.01% 355

Other funds holding IDU

LIA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Lehman Financial Resources's IDU Position: Q3 2015 in Review

Lehman Financial Resources sold out of iShares US Utilities ETF (IDU) in Q3 2015, closing a stake of 100 shares — an estimated $5K sold.

Lehman Financial Resources first reported a position in IDU in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 105 funds tracked by Wall St. Rank hold IDU as of Q3 2015.

  • Lehman Financial Resources reported no remaining iShares US Utilities ETF position as of Q3 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 100 iShares US Utilities ETF shares in Q3 2015, an estimated $5K.
  • Lehman Financial Resources first reported a position in iShares US Utilities ETF in Q2 2015 and held it in 1 quarter.
  • Lehman Financial Resources's iShares US Utilities ETF position peaked at $5K in Q2 2015.
  • 105 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.