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Stancorp Investment Advisers’s iShares US Utilities ETF IDU Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$71K Buy
1,274
+2
+0.2% +$116 0.03% 253
2014
Q4 		$75K Buy
+1,272
New +$72.2K 0.03% 234

Other funds holding IDU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stancorp Investment Advisers's IDU Position: Q1 2015 in Review

Stancorp Investment Advisers increased its iShares US Utilities ETF (IDU) stake by 0.16% in Q1 2015, buying an estimated $116 and bringing the position to 1,274 shares worth $71K. The position accounts for 0.03% of the portfolio, ranked #253.

Stancorp Investment Advisers first reported a position in IDU in Q4 2014 and has held it in 2 quarters since. The position peaked at $75K in Q4 2014. 121 funds tracked by Wall St. Rank hold IDU as of Q1 2015.

  • Stancorp Investment Advisers held 1,274 shares of iShares US Utilities ETF worth $71K as of Q1 2015.
  • Stancorp Investment Advisers bought 2 iShares US Utilities ETF shares in Q1 2015, an estimated $116.
  • iShares US Utilities ETF made up 0.03% of Stancorp Investment Advisers's portfolio in Q1 2015, its #253 holding.
  • Stancorp Investment Advisers first reported a position in iShares US Utilities ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares US Utilities ETF position peaked at $75K in Q4 2014.
  • 121 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.