UFA
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US Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

US Financial 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
2016
Q1 		– Sell
-1,562
Closed -$84K – 538
2015
Q4 		$84K Buy
+1,562
New +$84.7K 0.08% 100

Other funds holding IDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

US Financial Advisors's IDU Position: Q1 2016 in Review

US Financial Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2016, closing a stake of 1,562 shares — an estimated $84K sold.

US Financial Advisors first reported a position in IDU in Q4 2015 and held it in 1 quarter. The position peaked at $84K in Q4 2015. 132 funds tracked by Wall St. Rank hold IDU as of Q1 2016.

  • US Financial Advisors reported no remaining iShares US Utilities ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,562 iShares US Utilities ETF shares in Q1 2016, an estimated $84K.
  • US Financial Advisors first reported a position in iShares US Utilities ETF in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's iShares US Utilities ETF position peaked at $84K in Q4 2015.
  • 132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.