MCF Advisors’s iShares US Utilities ETF IDU Stock Holding History

MCF 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
2018 Q2	–	Sell	-500	Closed	-$32K	–	461
2018 Q1	$32K	Buy	500 +4	+0.8%	+$252	0.01%	249
2017 Q4	$33K	Buy	496 +6	+1%	+$413	0.01%	259
2017 Q3	$33K	Buy	490 +2	+0.4%	+$134	0.01%	265
2017 Q2	$32K	Hold	488	–	–	0.01%	270
2017 Q1	$31K	Buy	488 +6	+1%	+$376	0.01%	277
2016 Q4	$29K	Buy	482 +6	+1%	+$359	0.01%	249
2016 Q3	$29K	Hold	476	–	–	0.01%	252
2016 Q2	$31K	Buy	+476	New	+$29.3K	0.01%	266

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCF Advisors's IDU Position: Q2 2018 in Review

MCF Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2018, closing a stake of 500 shares — an estimated $32K sold.

MCF Advisors first reported a position in IDU in Q2 2016 and held it in 8 quarters. The position peaked at $33K in Q4 2017. 138 funds tracked by Wall St. Rank hold IDU as of Q2 2018.

MCF Advisors reported no remaining iShares US Utilities ETF position as of Q2 2018 after selling out during the quarter.
MCF Advisors sold 500 iShares US Utilities ETF shares in Q2 2018, an estimated $32K.
MCF Advisors first reported a position in iShares US Utilities ETF in Q2 2016 and held it in 8 quarters.
MCF Advisors's iShares US Utilities ETF position peaked at $33K in Q4 2017.
138 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2018.

Based on MCF Advisors's 13F filing for Q2 2018, filed 20 Jul 2018.