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

Liberty 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
2019
Q3 		– Sell
-234
Closed -$18K – 915
2019
Q2 		$18K Buy
+234
New +$17.4K 0.02% 430

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Liberty Wealth Management's IDU Position: Q3 2019 in Review

Liberty Wealth Management sold out of iShares US Utilities ETF (IDU) in Q3 2019, closing a stake of 234 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in IDU in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

  • Liberty Wealth Management reported no remaining iShares US Utilities ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 234 iShares US Utilities ETF shares in Q3 2019, an estimated $18K.
  • Liberty Wealth Management first reported a position in iShares US Utilities ETF in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's iShares US Utilities ETF position peaked at $18K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.