Suntrust Banks’s iShares US Utilities ETF IDU Stock Holding History

Suntrust Banks’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	$228K	Sell	3,172 -564	-15%	-$43.9K	﹤0.01%	1220
2019 Q2	$269K	Sell	3,736 -32	-0.8%	-$2.38K	﹤0.01%	1163
2019 Q1	$271K	Buy	3,768 +436	+13%	+$30.7K	﹤0.01%	1129
2018 Q4	$223K	Sell	3,332 -14	-0.4%	-$964	﹤0.01%	1144
2018 Q3	$224K	Buy	3,346 +2	+0.1%	+$135	﹤0.01%	1178
2018 Q2	$220K	Buy	+3,344	New	+$213K	﹤0.01%	1194
2016 Q2	–	Sell	-3,698	Closed	-$207K	–	1521
2016 Q1	$207K	Buy	+3,698	New	+$213K	﹤0.01%	1329

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Suntrust Banks's IDU Position: Q3 2019 in Review

Suntrust Banks reduced its iShares US Utilities ETF (IDU) stake by 15% in Q3 2019, selling an estimated $43.9K and leaving 3,172 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Suntrust Banks first reported a position in IDU in Q1 2016 and has held it in 7 quarters since. The position peaked at $271K in Q1 2019. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

Suntrust Banks held 3,172 shares of iShares US Utilities ETF worth $228K as of Q3 2019.
Suntrust Banks sold 564 iShares US Utilities ETF shares in Q3 2019, an estimated $43.9K.
iShares US Utilities ETF made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #1220 holding.
Suntrust Banks first reported a position in iShares US Utilities ETF in Q1 2016 and has held it in 7 quarters since.
Suntrust Banks's iShares US Utilities ETF position peaked at $271K in Q1 2019.
164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.