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Riggs Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Riggs Asset Management’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
Q1 		– Sell
-646
Closed -$39K – 272
2016
Q4 		$39K Buy
+646
New +$38.7K 0.02% 125

Other funds holding IDU

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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Riggs Asset Management's IDU Position: Q1 2017 in Review

Riggs Asset Management sold out of iShares US Utilities ETF (IDU) in Q1 2017, closing a stake of 646 shares — an estimated $39K sold.

Riggs Asset Management first reported a position in IDU in Q4 2016 and held it in 1 quarter. The position peaked at $39K in Q4 2016. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2017.

  • Riggs Asset Management reported no remaining iShares US Utilities ETF position as of Q1 2017 after selling out during the quarter.
  • Riggs Asset Management sold 646 iShares US Utilities ETF shares in Q1 2017, an estimated $39K.
  • Riggs Asset Management first reported a position in iShares US Utilities ETF in Q4 2016 and held it in 1 quarter.
  • Riggs Asset Management's iShares US Utilities ETF position peaked at $39K in Q4 2016.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2017.

Based on Riggs Asset Management's 13F filing for Q1 2017, filed 1 May 2017.