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Swaine & Leidel Wealth Services’s iShares US Utilities ETF IDU Stock Holding History

Swaine & Leidel Wealth Services’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
2020
Q1 		– Sell
-2,504
Closed -$203K – 57
2019
Q4 		$203K Buy
+2,504
New +$200K 0.17% 59

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Swaine & Leidel Wealth Services's IDU Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of iShares US Utilities ETF (IDU) in Q1 2020, closing a stake of 2,504 shares — an estimated $203K sold.

Swaine & Leidel Wealth Services first reported a position in IDU in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

  • Swaine & Leidel Wealth Services reported no remaining iShares US Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 2,504 iShares US Utilities ETF shares in Q1 2020, an estimated $203K.
  • Swaine & Leidel Wealth Services first reported a position in iShares US Utilities ETF in Q4 2019 and held it in 1 quarter.
  • Swaine & Leidel Wealth Services's iShares US Utilities ETF position peaked at $203K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.