Quad-Cities Investment Group’s iShares US Utilities ETF IDU Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-350	Closed	-$28K	–	406
2019 Q3	$28K	Hold	350	–	–	0.02%	431
2019 Q2	$26K	Hold	350	–	–	0.02%	448
2019 Q1	$26K	Hold	350	–	–	0.02%	441
2018 Q4	$23K	Hold	350	–	–	0.02%	454
2018 Q3	$23K	Hold	350	–	–	0.02%	488
2018 Q2	$23K	Buy	+350	New	+$22.3K	0.02%	496

Other funds holding IDU

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Quad-Cities Investment Group's IDU Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares US Utilities ETF (IDU) in Q4 2019, closing a stake of 350 shares — an estimated $28K sold.

Quad-Cities Investment Group first reported a position in IDU in Q2 2018 and held it in 6 quarters. The position peaked at $28K in Q3 2019. 195 funds tracked by Wall St. Rank hold IDU as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares US Utilities ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 350 iShares US Utilities ETF shares in Q4 2019, an estimated $28K.
Quad-Cities Investment Group first reported a position in iShares US Utilities ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares US Utilities ETF position peaked at $28K in Q3 2019.
195 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.