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Segall Bryant & Hamill’s iShares US Utilities ETF IDU Stock Holding History

Segall Bryant & Hamill’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
2019
Q3 		– Sell
-46,900
Closed -$3.54M – 840
2019
Q2 		$3.54M Buy
+46,900
New +$3.48M 0.05% 318

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Segall Bryant & Hamill's IDU Position: Q3 2019 in Review

Segall Bryant & Hamill sold out of iShares US Utilities ETF (IDU) in Q3 2019, closing a stake of 46,900 shares — an estimated $3.54M sold.

Segall Bryant & Hamill first reported a position in IDU in Q2 2019 and held it in 1 quarter. The position peaked at $3.54M in Q2 2019. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

  • Segall Bryant & Hamill reported no remaining iShares US Utilities ETF position as of Q3 2019 after selling out during the quarter.
  • Segall Bryant & Hamill sold 46,900 iShares US Utilities ETF shares in Q3 2019, an estimated $3.54M.
  • Segall Bryant & Hamill first reported a position in iShares US Utilities ETF in Q2 2019 and held it in 1 quarter.
  • Segall Bryant & Hamill's iShares US Utilities ETF position peaked at $3.54M in Q2 2019.
  • 164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on Segall Bryant & Hamill's 13F filing for Q3 2019, filed 12 Nov 2019.