RPg Family Wealth Advisory’s iShares US Utilities ETF IDU Stock Holding History

RPg Family Wealth Advisory’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 Q1	–	Sell	-228	Closed	-$15.1K	–	265
2017 Q4	$15.1K	Hold	228	–	–	0.01%	230
2017 Q3	$15.2K	Hold	228	–	–	0.01%	237
2017 Q2	$14.8K	Hold	228	–	–	0.01%	268
2017 Q1	$14.6K	Buy	+228	New	+$14.3K	0.01%	237

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

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

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

LIA

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

MIS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RPg Family Wealth Advisory's IDU Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of iShares US Utilities ETF (IDU) in Q1 2018, closing a stake of 228 shares — an estimated $15.1K sold.

RPg Family Wealth Advisory first reported a position in IDU in Q1 2017 and held it in 4 quarters. The position peaked at $15.2K in Q3 2017. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2018.

RPg Family Wealth Advisory reported no remaining iShares US Utilities ETF position as of Q1 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 228 iShares US Utilities ETF shares in Q1 2018, an estimated $15.1K.
RPg Family Wealth Advisory first reported a position in iShares US Utilities ETF in Q1 2017 and held it in 4 quarters.
RPg Family Wealth Advisory's iShares US Utilities ETF position peaked at $15.2K in Q3 2017.
136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.