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Snowden Capital Advisors’s iShares US Utilities ETF IDU Stock Holding History

Snowden Capital Advisors’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
2016
Q3 		– Sell
-8,830
Closed -$580K – 290
2016
Q2 		$580K Sell
8,830
-64
-0.7% -$3.94K 0.18% 170
2016
Q1 		$550K Buy
+8,894
New +$511K 0.19% 161

Other funds holding IDU

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
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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Snowden Capital Advisors's IDU Position: Q3 2016 in Review

Snowden Capital Advisors sold out of iShares US Utilities ETF (IDU) in Q3 2016, closing a stake of 8,830 shares — an estimated $580K sold.

Snowden Capital Advisors first reported a position in IDU in Q1 2016 and held it in 2 quarters. The position peaked at $580K in Q2 2016. 141 funds tracked by Wall St. Rank hold IDU as of Q3 2016.

  • Snowden Capital Advisors reported no remaining iShares US Utilities ETF position as of Q3 2016 after selling out during the quarter.
  • Snowden Capital Advisors sold 8,830 iShares US Utilities ETF shares in Q3 2016, an estimated $580K.
  • Snowden Capital Advisors first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 2 quarters.
  • Snowden Capital Advisors's iShares US Utilities ETF position peaked at $580K in Q2 2016.
  • 141 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2016.

Based on Snowden Capital Advisors's 13F filing for Q3 2016, filed 8 Jan 2024.