MHS
IDU icon

M Holdings Securities’s iShares US Utilities ETF IDU Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-2,344
Closed -$123K – 290
2014
Q3 		$123K Buy
+2,344
New +$125K 0.07% 244

Other funds holding IDU

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

M Holdings Securities's IDU Position: Q4 2014 in Review

M Holdings Securities sold out of iShares US Utilities ETF (IDU) in Q4 2014, closing a stake of 2,344 shares — an estimated $123K sold.

M Holdings Securities first reported a position in IDU in Q3 2014 and held it in 1 quarter. The position peaked at $123K in Q3 2014. 129 funds tracked by Wall St. Rank hold IDU as of Q4 2014.

  • M Holdings Securities reported no remaining iShares US Utilities ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 2,344 iShares US Utilities ETF shares in Q4 2014, an estimated $123K.
  • M Holdings Securities first reported a position in iShares US Utilities ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's iShares US Utilities ETF position peaked at $123K in Q3 2014.
  • 129 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.