SB
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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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return