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Strategic Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Strategic Wealth Management’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
Q2 		– Sell
-33,510
Closed -$1.87M – 47
2015
Q1 		$1.87M Buy
+33,510
New +$1.94M 1.87% 16

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Strategic Wealth Management's IDU Position: Q2 2015 in Review

Strategic Wealth Management sold out of iShares US Utilities ETF (IDU) in Q2 2015, closing a stake of 33,510 shares — an estimated $1.87M sold.

Strategic Wealth Management first reported a position in IDU in Q1 2015 and held it in 1 quarter. The position peaked at $1.87M in Q1 2015. 111 funds tracked by Wall St. Rank hold IDU as of Q2 2015.

  • Strategic Wealth Management reported no remaining iShares US Utilities ETF position as of Q2 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 33,510 iShares US Utilities ETF shares in Q2 2015, an estimated $1.87M.
  • Strategic Wealth Management first reported a position in iShares US Utilities ETF in Q1 2015 and held it in 1 quarter.
  • Strategic Wealth Management's iShares US Utilities ETF position peaked at $1.87M in Q1 2015.
  • 111 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2015.

Based on Strategic Wealth Management's 13F filing for Q2 2015, filed 28 Jul 2015.