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

Valeo 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
2020 Q4	–	Sell	-404	Closed	-$29K	–	1747
2020 Q3	$29K	Buy	404 +4	+1%	+$293	﹤0.01%	825
2020 Q2	$28K	Hold	400	–	–	﹤0.01%	941
2020 Q1	$30K	Hold	400	–	–	﹤0.01%	764
2019 Q4	$32K	Hold	400	–	–	﹤0.01%	793
2019 Q3	$33K	Hold	400	–	–	﹤0.01%	716
2019 Q2	$30K	Hold	400	–	–	﹤0.01%	737
2019 Q1	$29K	Buy	+400	New	+$28.2K	﹤0.01%	679

Other funds holding IDU

DWM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valeo Financial Advisors's IDU Position: Q4 2020 in Review

Valeo Financial Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2020, closing a stake of 404 shares — an estimated $29K sold.

Valeo Financial Advisors first reported a position in IDU in Q1 2019 and held it in 7 quarters. The position peaked at $33K in Q3 2019. 187 funds tracked by Wall St. Rank hold IDU as of Q4 2020.

Valeo Financial Advisors reported no remaining iShares US Utilities ETF position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 404 iShares US Utilities ETF shares in Q4 2020, an estimated $29K.
Valeo Financial Advisors first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 7 quarters.
Valeo Financial Advisors's iShares US Utilities ETF position peaked at $33K in Q3 2019.
187 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.