Pictet Asset Management (UK)’s iShares US Utilities ETF IDU Stock Holding History

Pictet Asset Management (UK)’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	-51,670	Closed	-$3.57M	–	1177
2020 Q1	$3.57M	Buy	51,670 +17,580	+52%	+$1.4M	0.01%	728
2019 Q4	$2.76M	Sell	34,090 -1,160	-3%	-$92.5K	﹤0.01%	881
2019 Q3	$2.87M	Sell	35,250 -4,350	-11%	-$338K	0.01%	810
2019 Q2	$2.99M	Hold	39,600	–	–	0.01%	799
2019 Q1	$2.92M	Hold	39,600	–	–	0.01%	806
2018 Q4	$2.64K	Buy	+39,600	New	+$2.73M	0.01%	796

Other funds holding IDU

DWM

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

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Pictet Asset Management (UK)'s IDU Position: Q2 2020 in Review

Pictet Asset Management (UK) sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 51,670 shares — an estimated $3.57M sold.

Pictet Asset Management (UK) first reported a position in IDU in Q4 2018 and held it in 6 quarters. The position peaked at $3.57M in Q1 2020. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

Pictet Asset Management (UK) reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
Pictet Asset Management (UK) sold 51,670 iShares US Utilities ETF shares in Q2 2020, an estimated $3.57M.
Pictet Asset Management (UK) first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 6 quarters.
Pictet Asset Management (UK)'s iShares US Utilities ETF position peaked at $3.57M in Q1 2020.
184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2020, filed 13 Aug 2020.