LPL Financial’s ISHARES TR UTILITIES SECTOR BD ETF AMPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,144
Closed -$249K 2989
2015
Q2
$249K Sell
5,144
-2,991
-37% -$153K ﹤0.01% 2457
2015
Q1
$435K Buy
+8,135
New +$438K ﹤0.01% 1966
2014
Q4
Sell
-5,086
Closed -$261K 2849
2014
Q3
$261K Buy
+5,086
New +$261K ﹤0.01% 2282

LPL Financial's AMPS Position: Q3 2015 in Review

LPL Financial sold out of ISHARES TR UTILITIES SECTOR BD ETF (AMPS) in Q3 2015, closing a stake of 5,144 shares — an estimated $249K sold.

LPL Financial first reported a position in AMPS in Q3 2014 and held it in 3 quarters. The position peaked at $435K in Q1 2015. 0 funds tracked by Wall St. Rank hold AMPS as of Q3 2015.

  • LPL Financial reported no remaining ISHARES TR UTILITIES SECTOR BD ETF position as of Q3 2015 after selling out during the quarter.
  • LPL Financial sold 5,144 ISHARES TR UTILITIES SECTOR BD ETF shares in Q3 2015, an estimated $249K.
  • LPL Financial first reported a position in ISHARES TR UTILITIES SECTOR BD ETF in Q3 2014 and held it in 3 quarters.
  • LPL Financial's ISHARES TR UTILITIES SECTOR BD ETF position peaked at $435K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES TR UTILITIES SECTOR BD ETF as of Q3 2015.

Based on LPL Financial's 13F filing for Q3 2015, filed 13 Nov 2015.