Syntal Capital Partners’s iShares US Utilities ETF IDU Stock Holding History

Syntal Capital Partners’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 Q4	–	Sell	-23,650	Closed	-$1.93M	–	144
2019 Q3	$1.93M	Hold	23,650	–	–	0.5%	40
2019 Q2	$1.78M	Buy	+23,650	New	+$1.76M	0.38%	59
2014 Q3	–	Sell	-23,650	Closed	-$1.23M	–	213
2014 Q2	$1.23M	Hold	23,650	–	–	0.6%	16
2014 Q1	$1.23K	Buy	+23,650	New	+$1.17M	0.72%	22

Other funds holding IDU

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Syntal Capital Partners's IDU Position: Q4 2019 in Review

Syntal Capital Partners sold out of iShares US Utilities ETF (IDU) in Q4 2019, closing a stake of 23,650 shares — an estimated $1.93M sold.

Syntal Capital Partners first reported a position in IDU in Q1 2014 and held it in 4 quarters. The position peaked at $1.93M in Q3 2019. 195 funds tracked by Wall St. Rank hold IDU as of Q4 2019.

Syntal Capital Partners reported no remaining iShares US Utilities ETF position as of Q4 2019 after selling out during the quarter.
Syntal Capital Partners sold 23,650 iShares US Utilities ETF shares in Q4 2019, an estimated $1.93M.
Syntal Capital Partners first reported a position in iShares US Utilities ETF in Q1 2014 and held it in 4 quarters.
Syntal Capital Partners's iShares US Utilities ETF position peaked at $1.93M in Q3 2019.
195 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2019.

Based on Syntal Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.