MG
IDU icon

Michael Gelband’s iShares US Utilities ETF IDU Stock Holding History

Michael Gelband’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
2020
Q1 		– Sell
-1,338
Closed -$108K – 1336
2019
Q4 		$108K Buy
+1,338
New +$107K ﹤0.01% 1420

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Michael Gelband's IDU Position: Q1 2020 in Review

Michael Gelband sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 1,338 shares — an estimated $108K sold.

Michael Gelband first reported a position in IDU in Q4 2019 and held it in 1 quarter. The position peaked at $108K in Q4 2019. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

  • Michael Gelband reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Michael Gelband sold 1,338 iShares US Utilities ETF shares in Q1 2020, an estimated $108K.
  • Michael Gelband first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 1 quarter.
  • Michael Gelband's iShares US Utilities ETF position peaked at $108K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on ExodusPoint Capital Management's 13F filing for Q1 2020, filed 15 May 2020.