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Psagot Value Holdings’s iShares US Utilities ETF IDU Stock Holding History

Psagot Value Holdings’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
2014
Q1 		– Sell
-192,876
Closed -$9.24M – 467
2013
Q4 		$9.24M Buy
192,876
+3,334
+2% +$160K 0.32% 51
2013
Q3 		$8.9M Sell
189,542
-64,592
-25% -$3.09M 0.33% 53
2013
Q2 		$12M Buy
+254,134
New +$12.4M 0.51% 46

Other funds holding IDU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Psagot Value Holdings's IDU Position: Q1 2014 in Review

Psagot Value Holdings sold out of iShares US Utilities ETF (IDU) in Q1 2014, closing a stake of 192,876 shares — an estimated $9.24M sold.

Psagot Value Holdings first reported a position in IDU in Q2 2013 and held it in 3 quarters. The position peaked at $12M in Q2 2013. 98 funds tracked by Wall St. Rank hold IDU as of Q1 2014.

  • Psagot Value Holdings reported no remaining iShares US Utilities ETF position as of Q1 2014 after selling out during the quarter.
  • Psagot Value Holdings sold 192,876 iShares US Utilities ETF shares in Q1 2014, an estimated $9.24M.
  • Psagot Value Holdings first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 3 quarters.
  • Psagot Value Holdings's iShares US Utilities ETF position peaked at $12M in Q2 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2014.

Based on Psagot Value Holdings's 13F filing for Q1 2014, filed 12 May 2014.