TCG Advisors’s iShares US Utilities ETF IDU Stock Holding History

TCG Advisors’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	-368	Closed	-$27K	–	513
2019 Q1	$27K	Buy	+368	New	+$26K	0.02%	193

Other funds holding IDU

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

BlackRock New York $5.72T AUM 30.48% 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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

TCG Advisors's IDU Position: Q2 2019 in Review

TCG Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2019, closing a stake of 368 shares — an estimated $27K sold.

TCG Advisors first reported a position in IDU in Q1 2019 and held it in 1 quarter. The position peaked at $27K in Q1 2019. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2019.

TCG Advisors reported no remaining iShares US Utilities ETF position as of Q2 2019 after selling out during the quarter.
TCG Advisors sold 368 iShares US Utilities ETF shares in Q2 2019, an estimated $27K.
TCG Advisors first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 1 quarter.
TCG Advisors's iShares US Utilities ETF position peaked at $27K in Q1 2019.
167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2019.

Based on TCG Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.