UWPG
IDU icon

Ullmann Wealth Partners Group’s iShares US Utilities ETF IDU Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-556
Closed -$36K – 80
2017
Q2 		$36K Hold
556
– – 0.03% 99
2017
Q1 		$35K Buy
+556
New +$34.8K 0.03% 91

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ullmann Wealth Partners Group's IDU Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares US Utilities ETF (IDU) in Q3 2017, closing a stake of 556 shares — an estimated $36K sold.

Ullmann Wealth Partners Group first reported a position in IDU in Q1 2017 and held it in 2 quarters. The position peaked at $36K in Q2 2017. 135 funds tracked by Wall St. Rank hold IDU as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares US Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 556 iShares US Utilities ETF shares in Q3 2017, an estimated $36K.
  • Ullmann Wealth Partners Group first reported a position in iShares US Utilities ETF in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's iShares US Utilities ETF position peaked at $36K in Q2 2017.
  • 135 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.