Rehmann Capital Advisory Group’s iShares US Utilities ETF IDU Stock Holding History

Rehmann Capital Advisory 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 Q3	–	Sell	-1,296	Closed	-$97.9K	–	1869
2019 Q2	$97.9K	Buy	1,296 +834	+181%	+$61.9K	0.01%	619
2019 Q1	$34K	Sell	462 -372	-45%	-$26.2K	﹤0.01%	948
2018 Q4	$56.1K	Buy	834 +372	+81%	+$25.6K	0.01%	559
2018 Q3	$31K	Hold	462	–	–	﹤0.01%	982
2018 Q2	$30.5K	Hold	462	–	–	﹤0.01%	957
2018 Q1	$29K	Buy	+462	New	+$29.1K	﹤0.01%	951

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Rehmann Capital Advisory Group's IDU Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares US Utilities ETF (IDU) in Q3 2019, closing a stake of 1,296 shares — an estimated $97.9K sold.

Rehmann Capital Advisory Group first reported a position in IDU in Q1 2018 and held it in 6 quarters. The position peaked at $97.9K in Q2 2019. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares US Utilities ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,296 iShares US Utilities ETF shares in Q3 2019, an estimated $97.9K.
Rehmann Capital Advisory Group first reported a position in iShares US Utilities ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's iShares US Utilities ETF position peaked at $97.9K in Q2 2019.
164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.