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Samalin Investment Counsel’s iShares US Utilities ETF IDU Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-1,362
Closed -$110K – 300
2019
Q4 		$110K Buy
+1,362
New +$109K 0.09% 213

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Samalin Investment Counsel's IDU Position: Q1 2020 in Review

Samalin Investment Counsel sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 1,362 shares — an estimated $110K sold.

Samalin Investment Counsel first reported a position in IDU in Q4 2019 and held it in 1 quarter. The position peaked at $110K in Q4 2019. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

  • Samalin Investment Counsel reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,362 iShares US Utilities ETF shares in Q1 2020, an estimated $110K.
  • Samalin Investment Counsel first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares US Utilities ETF position peaked at $110K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.