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Noven Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Noven Financial 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
2016
Q2 		– Sell
-5,172
Closed -$320K – 40
2016
Q1 		$320K Buy
+5,172
New +$297K 0.23% 28

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UCFA
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DWM
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LIA
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Noven Financial Group's IDU Position: Q2 2016 in Review

Noven Financial Group sold out of iShares US Utilities ETF (IDU) in Q2 2016, closing a stake of 5,172 shares — an estimated $320K sold.

Noven Financial Group first reported a position in IDU in Q1 2016 and held it in 1 quarter. The position peaked at $320K in Q1 2016. 137 funds tracked by Wall St. Rank hold IDU as of Q2 2016.

  • Noven Financial Group reported no remaining iShares US Utilities ETF position as of Q2 2016 after selling out during the quarter.
  • Noven Financial Group sold 5,172 iShares US Utilities ETF shares in Q2 2016, an estimated $320K.
  • Noven Financial Group first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 1 quarter.
  • Noven Financial Group's iShares US Utilities ETF position peaked at $320K in Q1 2016.
  • 137 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2016.

Based on Noven Financial Group's 13F filing for Q2 2016, filed 12 Aug 2016.