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Lenox Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Lenox Wealth 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
2021
Q3 		– Sell
-442
Closed -$35K – 751
2021
Q2 		$35K Buy
+442
New +$35.8K ﹤0.01% 284

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Lenox Wealth Advisors's IDU Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2021, closing a stake of 442 shares — an estimated $35K sold.

Lenox Wealth Advisors first reported a position in IDU in Q2 2021 and held it in 1 quarter. The position peaked at $35K in Q2 2021. 183 funds tracked by Wall St. Rank hold IDU as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 442 iShares US Utilities ETF shares in Q3 2021, an estimated $35K.
  • Lenox Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares US Utilities ETF position peaked at $35K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.