Risk Paradigm Group’s iShares US Utilities ETF IDU Stock Holding History

Risk Paradigm 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
2018 Q2	–	Sell	-490	Closed	-$31.2K	–	146
2018 Q1	$31.2K	Sell	490 -404	-45%	-$25.4K	0.04%	166
2017 Q4	$59.4K	Hold	894	–	–	0.06%	149
2017 Q3	$59.4K	Hold	894	–	–	0.07%	136
2017 Q2	$58.1K	Sell	894 -416	-32%	-$27.3K	0.07%	144
2017 Q1	$84.1K	Sell	1,310 -228	-15%	-$14.3K	0.1%	115
2016 Q4	$93.7K	Sell	1,538 -64	-4%	-$3.83K	0.1%	129
2016 Q3	$98.2K	Hold	1,602	–	–	0.07%	132
2016 Q2	$105K	Hold	1,602	–	–	0.14%	107
2016 Q1	$99.1K	Sell	1,602 -250	-13%	-$14.4K	0.13%	92
2015 Q4	$99.9K	Sell	1,852 -440	-19%	-$23.9K	0.12%	92
2015 Q3	$124K	Sell	2,292 -440	-16%	-$23.6K	0.26%	56
2015 Q2	$142K	Sell	2,732 -444	-14%	-$24.4K	0.14%	84
2015 Q1	$177K	Buy	+3,176	New	+$184K	0.17%	76

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

LIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Risk Paradigm Group's IDU Position: Q2 2018 in Review

Risk Paradigm Group sold out of iShares US Utilities ETF (IDU) in Q2 2018, closing a stake of 490 shares — an estimated $31.2K sold.

Risk Paradigm Group first reported a position in IDU in Q1 2015 and held it in 13 quarters. The position peaked at $177K in Q1 2015. 138 funds tracked by Wall St. Rank hold IDU as of Q2 2018.

Risk Paradigm Group reported no remaining iShares US Utilities ETF position as of Q2 2018 after selling out during the quarter.
Risk Paradigm Group sold 490 iShares US Utilities ETF shares in Q2 2018, an estimated $31.2K.
Risk Paradigm Group first reported a position in iShares US Utilities ETF in Q1 2015 and held it in 13 quarters.
Risk Paradigm Group's iShares US Utilities ETF position peaked at $177K in Q1 2015.
138 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.