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MRP Capital Investments’s iShares US Utilities ETF IDU Stock Holding History

MRP Capital Investments’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
2023
Q3 		– Sell
-1,450
Closed -$119K – 144
2023
Q2 		$119K Hold
1,450
– – 0.12% 118
2023
Q1 		$121K Buy
1,450
+1,350
+1,350% +$113K 0.13% 99
2022
Q4 		$8.65K Buy
+100
New +$8.39K 0.01% 180

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MRP Capital Investments's IDU Position: Q3 2023 in Review

MRP Capital Investments sold out of iShares US Utilities ETF (IDU) in Q3 2023, closing a stake of 1,450 shares — an estimated $119K sold.

MRP Capital Investments first reported a position in IDU in Q4 2022 and held it in 3 quarters. The position peaked at $121K in Q1 2023. 202 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

  • MRP Capital Investments reported no remaining iShares US Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • MRP Capital Investments sold 1,450 iShares US Utilities ETF shares in Q3 2023, an estimated $119K.
  • MRP Capital Investments first reported a position in iShares US Utilities ETF in Q4 2022 and held it in 3 quarters.
  • MRP Capital Investments's iShares US Utilities ETF position peaked at $121K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on MRP Capital Investments's 13F filing for Q3 2023, filed 2 Nov 2023.