Nelson Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Nelson Capital Management’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	-400	Closed	-$25K	–	261
2018 Q1	$25K	Hold	400	–	–	0.01%	176
2017 Q4	$27K	Hold	400	–	–	0.01%	181
2017 Q3	$27K	Hold	400	–	–	0.01%	165
2017 Q2	$26K	Hold	400	–	–	0.01%	169
2017 Q1	$26K	Hold	400	–	–	0.01%	171
2016 Q4	$24K	Hold	400	–	–	0.01%	167
2016 Q3	$25K	Hold	400	–	–	0.01%	163
2016 Q2	$26K	Hold	400	–	–	0.01%	154
2016 Q1	$25K	Hold	400	–	–	0.01%	149
2015 Q4	$22K	Hold	400	–	–	0.01%	161
2015 Q3	$22K	Hold	400	–	–	0.01%	163
2015 Q2	$21K	Hold	400	–	–	0.01%	177
2015 Q1	$22K	Hold	400	–	–	0.01%	174
2014 Q4	$24K	Hold	400	–	–	0.01%	171
2014 Q3	$21K	Hold	400	–	–	0.01%	185
2014 Q2	$22K	Buy	+400	New	+$21.4K	0.01%	186

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

Nelson Capital Management's IDU Position: Q2 2018 in Review

Nelson Capital Management sold out of iShares US Utilities ETF (IDU) in Q2 2018, closing a stake of 400 shares — an estimated $25K sold.

Nelson Capital Management first reported a position in IDU in Q2 2014 and held it in 16 quarters. The position peaked at $27K in Q4 2017. 138 funds tracked by Wall St. Rank hold IDU as of Q2 2018.

Nelson Capital Management reported no remaining iShares US Utilities ETF position as of Q2 2018 after selling out during the quarter.
Nelson Capital Management sold 400 iShares US Utilities ETF shares in Q2 2018, an estimated $25K.
Nelson Capital Management first reported a position in iShares US Utilities ETF in Q2 2014 and held it in 16 quarters.
Nelson Capital Management's iShares US Utilities ETF position peaked at $27K in Q4 2017.
138 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2018.

Based on Nelson Capital Management's 13F filing for Q2 2018, filed 17 Jul 2018.