People's United Financial’s iShares US Utilities ETF IDU Stock Holding History

People's United Financial’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
2017 Q1	–	Sell	-100	Closed	-$6K	–	1060
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	912
2016 Q3	$6K	Hold	100	–	–	﹤0.01%	778
2016 Q2	$7K	Hold	100	–	–	﹤0.01%	766
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	756
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	776
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	764
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	744
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	719
2014 Q4	$6K	Hold	100	–	–	﹤0.01%	724
2014 Q3	$5K	Hold	100	–	–	﹤0.01%	733
2014 Q2	$6K	Hold	100	–	–	﹤0.01%	736
2014 Q1	$5K	Hold	100	–	–	﹤0.01%	726
2013 Q4	$5K	Hold	100	–	–	﹤0.01%	721
2013 Q3	$5K	Hold	100	–	–	﹤0.01%	719
2013 Q2	$5K	Buy	+100	New	+$4.88K	﹤0.01%	676

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

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

UCFA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

People's United Financial's IDU Position: Q1 2017 in Review

People's United Financial sold out of iShares US Utilities ETF (IDU) in Q1 2017, closing a stake of 100 shares — an estimated $6K sold.

People's United Financial first reported a position in IDU in Q2 2013 and held it in 15 quarters. The position peaked at $7K in Q2 2016. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2017.

People's United Financial reported no remaining iShares US Utilities ETF position as of Q1 2017 after selling out during the quarter.
People's United Financial sold 100 iShares US Utilities ETF shares in Q1 2017, an estimated $6K.
People's United Financial first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 15 quarters.
People's United Financial's iShares US Utilities ETF position peaked at $7K in Q2 2016.
136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2017.

Based on People's United Financial's 13F filing for Q1 2017, filed 12 May 2017.