Peachtree Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Peachtree Investment 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
2016 Q4	–	Sell	-4,218	Closed	-$259K	–	91
2016 Q3	$259K	Sell	4,218 -10	-0.2%	-$634	0.25%	77
2016 Q2	$278K	Buy	4,228 +110	+3%	+$6.78K	0.28%	79
2016 Q1	$255K	Buy	4,118 +20	+0.5%	+$1.15K	0.26%	82
2015 Q4	$221K	Sell	4,098 -40	-1%	-$2.17K	0.23%	89
2015 Q3	$223K	Sell	4,138 -80	-2%	-$4.29K	0.23%	97
2015 Q2	$219K	Buy	4,218 +280	+7%	+$15.4K	0.16%	115
2015 Q1	$220K	Buy	3,938 +2,728	+225%	+$158K	0.16%	124
2014 Q4	$72K	Hold	1,210	–	–	0.05%	188
2014 Q3	$64K	Buy	+1,210	New	+$64.4K	0.04%	193

Other funds holding IDU

DWM

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

LIA

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peachtree Investment Advisors's IDU Position: Q4 2016 in Review

Peachtree Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2016, closing a stake of 4,218 shares — an estimated $259K sold.

Peachtree Investment Advisors first reported a position in IDU in Q3 2014 and held it in 9 quarters. The position peaked at $278K in Q2 2016. 132 funds tracked by Wall St. Rank hold IDU as of Q4 2016.

Peachtree Investment Advisors reported no remaining iShares US Utilities ETF position as of Q4 2016 after selling out during the quarter.
Peachtree Investment Advisors sold 4,218 iShares US Utilities ETF shares in Q4 2016, an estimated $259K.
Peachtree Investment Advisors first reported a position in iShares US Utilities ETF in Q3 2014 and held it in 9 quarters.
Peachtree Investment Advisors's iShares US Utilities ETF position peaked at $278K in Q2 2016.
132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2016.

Based on Peachtree Investment Advisors's 13F filing for Q4 2016, filed 13 Jan 2017.