MWP
IDU icon

MYCIO Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

MYCIO Wealth Partners’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
-136
Closed -$11K – 195
2019
Q4 		$11K Hold
136
– – ﹤0.01% 453
2019
Q3 		$11K Hold
136
– – ﹤0.01% 430
2019
Q2 		$10K Buy
+136
New +$10.1K ﹤0.01% 386

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

MYCIO Wealth Partners's IDU Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 136 shares — an estimated $11K sold.

MYCIO Wealth Partners first reported a position in IDU in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 136 iShares US Utilities ETF shares in Q1 2020, an estimated $11K.
  • MYCIO Wealth Partners first reported a position in iShares US Utilities ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's iShares US Utilities ETF position peaked at $11K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.