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Outlook Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Outlook Wealth Advisors’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
-15,468
Closed -$1.25M – 169
2019
Q4 		$1.25M Buy
+15,468
New +$1.23M 0.71% 33
2019
Q1 		– Sell
-33,580
Closed -$2.25M – 159
2018
Q4 		$2.25M Buy
+33,580
New +$2.31M 1.03% 18

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Outlook Wealth Advisors's IDU Position: Q1 2020 in Review

Outlook Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 15,468 shares — an estimated $1.25M sold.

Outlook Wealth Advisors first reported a position in IDU in Q4 2018 and held it in 2 quarters. The position peaked at $2.25M in Q4 2018. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

  • Outlook Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 15,468 iShares US Utilities ETF shares in Q1 2020, an estimated $1.25M.
  • Outlook Wealth Advisors first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's iShares US Utilities ETF position peaked at $2.25M in Q4 2018.
  • 191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on Outlook Wealth Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.