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Palladium Partners’s iShares US Utilities ETF IDU Stock Holding History

Palladium 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
2014
Q2 		– Sell
-400
Closed -$21K – 341
2014
Q1 		$21K Buy
+400
New +$19.8K ﹤0.01% 419
2013
Q4 		– Sell
-400
Closed -$19K – 342
2013
Q3 		$19K Hold
400
– – ﹤0.01% 428
2013
Q2 		$19K Buy
+400
New +$19.5K ﹤0.01% 430

Other funds holding IDU

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palladium Partners's IDU Position: Q2 2014 in Review

Palladium Partners sold out of iShares US Utilities ETF (IDU) in Q2 2014, closing a stake of 400 shares — an estimated $21K sold.

Palladium Partners first reported a position in IDU in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q1 2014. 120 funds tracked by Wall St. Rank hold IDU as of Q2 2014.

  • Palladium Partners reported no remaining iShares US Utilities ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 400 iShares US Utilities ETF shares in Q2 2014, an estimated $21K.
  • Palladium Partners first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's iShares US Utilities ETF position peaked at $21K in Q1 2014.
  • 120 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.