PJB
IDU icon

Paul John Balson’s iShares US Utilities ETF IDU Stock Holding History

Paul John Balson’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
Q4 		$470K Buy
6,055
+61
+1% +$4.75K 0.1% 56
2020
Q3 		$438K Sell
5,994
-1,648
-22% -$121K 0.11% 53
2020
Q2 		$536K Sell
7,642
-2,032
-21% -$145K 0.2% 41
2020
Q1 		$668K Buy
+9,674
New +$772K 0.36% 28

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Paul John Balson's IDU Position: Q4 2020 in Review

Paul John Balson increased its iShares US Utilities ETF (IDU) stake by 1% in Q4 2020, buying an estimated $4.75K and bringing the position to 6,055 shares worth $470K. The position accounts for 0.1% of the portfolio, ranked #56.

Paul John Balson first reported a position in IDU in Q1 2020 and has held it in 4 quarters since. The position peaked at $668K in Q1 2020. 187 funds tracked by Wall St. Rank hold IDU as of Q4 2020.

  • Paul John Balson held 6,055 shares of iShares US Utilities ETF worth $470K as of Q4 2020.
  • Paul John Balson bought 61 iShares US Utilities ETF shares in Q4 2020, an estimated $4.75K.
  • iShares US Utilities ETF made up 0.1% of Paul John Balson's portfolio in Q4 2020, its #56 holding.
  • Paul John Balson first reported a position in iShares US Utilities ETF in Q1 2020 and has held it in 4 quarters since.
  • Paul John Balson's iShares US Utilities ETF position peaked at $668K in Q1 2020.
  • 187 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.