NEXT Financial Holdings’s iShares US Utilities ETF IDU Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$50K	Buy	+684	New	+$48.2K	0.01%	733

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

NEXT Financial Holdings's IDU Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Utilities ETF (IDU) in Q1 2019: 684 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #733 among its holdings.

160 funds tracked by Wall St. Rank hold IDU as of Q1 2019.

NEXT Financial Holdings held 684 shares of iShares US Utilities ETF worth $50K as of Q1 2019.
iShares US Utilities ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Utilities ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #733 holding.
160 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.