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Piershale Financial Group’s iShares US Utilities ETF IDU Stock Holding History

Piershale Financial Group’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
Q4 		– Sell
-175,662
Closed -$11.7M – 22
2017
Q3 		$11.7M Buy
+175,662
New +$11.8M 6.61% 10

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Piershale Financial Group's IDU Position: Q4 2017 in Review

Piershale Financial Group sold out of iShares US Utilities ETF (IDU) in Q4 2017, closing a stake of 175,662 shares — an estimated $11.7M sold.

Piershale Financial Group first reported a position in IDU in Q3 2017 and held it in 1 quarter. The position peaked at $11.7M in Q3 2017. 145 funds tracked by Wall St. Rank hold IDU as of Q4 2017.

  • Piershale Financial Group reported no remaining iShares US Utilities ETF position as of Q4 2017 after selling out during the quarter.
  • Piershale Financial Group sold 175,662 iShares US Utilities ETF shares in Q4 2017, an estimated $11.7M.
  • Piershale Financial Group first reported a position in iShares US Utilities ETF in Q3 2017 and held it in 1 quarter.
  • Piershale Financial Group's iShares US Utilities ETF position peaked at $11.7M in Q3 2017.
  • 145 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2017.

Based on Piershale Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.