PIP
IDU icon

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

Peachtree Investment 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
2020
Q2 		– Sell
-206
Closed -$14K – 72
2020
Q1 		$14K Hold
206
– – 0.01% 60
2019
Q4 		$17K Buy
+206
New +$16.4K 0.01% 78

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Peachtree Investment Partners's IDU Position: Q2 2020 in Review

Peachtree Investment Partners sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 206 shares — an estimated $14K sold.

Peachtree Investment Partners first reported a position in IDU in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

  • Peachtree Investment Partners reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Peachtree Investment Partners sold 206 iShares US Utilities ETF shares in Q2 2020, an estimated $14K.
  • Peachtree Investment Partners first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 2 quarters.
  • Peachtree Investment Partners's iShares US Utilities ETF position peaked at $17K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Peachtree Investment Partners's 13F filing for Q2 2020, filed 13 Aug 2020.