SPI
IDU icon

Santori & Peters Inc’s iShares US Utilities ETF IDU Stock Holding History

Santori & Peters Inc’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
-2,328
Closed -$142K – 283
2017
Q4 		$142K Buy
+2,328
New +$160K 0.13% 60

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
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
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

Santori & Peters Inc's IDU Position: Q1 2018 in Review

Santori & Peters Inc sold out of iShares US Utilities ETF (IDU) in Q1 2018, closing a stake of 2,328 shares — an estimated $142K sold.

Santori & Peters Inc first reported a position in IDU in Q4 2017 and held it in 1 quarter. The position peaked at $142K in Q4 2017. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2018.

  • Santori & Peters Inc reported no remaining iShares US Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 2,328 iShares US Utilities ETF shares in Q1 2018, an estimated $142K.
  • Santori & Peters Inc first reported a position in iShares US Utilities ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's iShares US Utilities ETF position peaked at $142K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.