SGI
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Summit Global Investments’s iShares US Utilities ETF IDU Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-38,854
Closed -$2.86M – 296
2019
Q1 		$2.86M Buy
+38,854
New +$2.74M 0.37% 80

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Summit Global Investments's IDU Position: Q2 2019 in Review

Summit Global Investments sold out of iShares US Utilities ETF (IDU) in Q2 2019, closing a stake of 38,854 shares — an estimated $2.86M sold.

Summit Global Investments first reported a position in IDU in Q1 2019 and held it in 1 quarter. The position peaked at $2.86M in Q1 2019. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2019.

  • Summit Global Investments reported no remaining iShares US Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Summit Global Investments sold 38,854 iShares US Utilities ETF shares in Q2 2019, an estimated $2.86M.
  • Summit Global Investments first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 1 quarter.
  • Summit Global Investments's iShares US Utilities ETF position peaked at $2.86M in Q1 2019.
  • 167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2019.

Based on Summit Global Investments's 13F filing for Q2 2019, filed 16 Aug 2019.