MMG
IDU icon

Monetary Management Group’s iShares US Utilities ETF IDU Stock Holding History

Monetary Management Group’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
Q4 		– Sell
-2,400
Closed -$161K – 302
2018
Q3 		$161K Sell
2,400
-1,000
-29% -$67.5K 0.06% 167
2018
Q2 		$224K Hold
3,400
– – 0.09% 143
2018
Q1 		$217K Hold
3,400
– – 0.09% 143
2017
Q4 		$226K Hold
3,400
– – 0.09% 146
2017
Q3 		$226K Hold
3,400
– – 0.1% 147
2017
Q2 		$221K Sell
3,400
-400
-11% -$26.3K 0.09% 152
2017
Q1 		$244K Buy
3,800
+400
+12% +$25K 0.11% 136
2016
Q4 		$207K Buy
3,400
+1,600
+89% +$95.8K 0.1% 137
2016
Q3 		$110K Hold
1,800
– – 0.05% 178
2016
Q2 		$118K Buy
+1,800
New +$111K 0.05% 174

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return