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Matthew Goff Investment Advisor’s iShares US Utilities ETF IDU Stock Holding History

Matthew Goff Investment Advisor’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
2018
Q3 		– Sell
-10,760
Closed -$959K – 69
2018
Q2 		$959K Buy
+10,760
New +$687K 0.38% 46

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Matthew Goff Investment Advisor's IDU Position: Q3 2018 in Review

Matthew Goff Investment Advisor sold out of iShares US Utilities ETF (IDU) in Q3 2018, closing a stake of 10,760 shares — an estimated $959K sold.

Matthew Goff Investment Advisor first reported a position in IDU in Q2 2018 and held it in 1 quarter. The position peaked at $959K in Q2 2018. 136 funds tracked by Wall St. Rank hold IDU as of Q3 2018.

  • Matthew Goff Investment Advisor reported no remaining iShares US Utilities ETF position as of Q3 2018 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 10,760 iShares US Utilities ETF shares in Q3 2018, an estimated $959K.
  • Matthew Goff Investment Advisor first reported a position in iShares US Utilities ETF in Q2 2018 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's iShares US Utilities ETF position peaked at $959K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2018.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2018, filed 15 Nov 2018.