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Sargent Bickham Lagudis’s iShares US Utilities ETF IDU Stock Holding History

Sargent Bickham Lagudis’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
Q3 		– Sell
-346
Closed -$22K – 823
2017
Q2 		$22K Hold
346
– – ﹤0.01% 471
2017
Q1 		$22K Hold
346
– – ﹤0.01% 476
2016
Q4 		$21K Hold
346
– – ﹤0.01% 456
2016
Q3 		$21 Sell
346
-648
-65% -$41.1K ﹤0.01% 473
2016
Q2 		$65K Hold
994
– – 0.01% 307
2016
Q1 		$61K Buy
+994
New +$57.2K 0.01% 331

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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

Sargent Bickham Lagudis's IDU Position: Q3 2017 in Review

Sargent Bickham Lagudis sold out of iShares US Utilities ETF (IDU) in Q3 2017, closing a stake of 346 shares — an estimated $22K sold.

Sargent Bickham Lagudis first reported a position in IDU in Q1 2016 and held it in 6 quarters. The position peaked at $65K in Q2 2016. 135 funds tracked by Wall St. Rank hold IDU as of Q3 2017.

  • Sargent Bickham Lagudis reported no remaining iShares US Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 346 iShares US Utilities ETF shares in Q3 2017, an estimated $22K.
  • Sargent Bickham Lagudis first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 6 quarters.
  • Sargent Bickham Lagudis's iShares US Utilities ETF position peaked at $65K in Q2 2016.
  • 135 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2017, filed 13 Sep 2021.