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Valley Wealth Managers’s iShares US Utilities ETF IDU Stock Holding History

Valley Wealth Managers’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
2014
Q2 		– Sell
-4,200
Closed -$219K – 113
2014
Q1 		$219K Hold
4,200
– – 0.04% 99
2013
Q4 		$201K Buy
+4,200
New +$202K 0.04% 99
2013
Q3 		– Sell
-4,276
Closed -$202K – 101
2013
Q2 		$202K Buy
+4,276
New +$209K 0.05% 99

Other funds holding IDU

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 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

Valley Wealth Managers's IDU Position: Q2 2014 in Review

Valley Wealth Managers sold out of iShares US Utilities ETF (IDU) in Q2 2014, closing a stake of 4,200 shares — an estimated $219K sold.

Valley Wealth Managers first reported a position in IDU in Q2 2013 and held it in 3 quarters. The position peaked at $219K in Q1 2014. 120 funds tracked by Wall St. Rank hold IDU as of Q2 2014.

  • Valley Wealth Managers reported no remaining iShares US Utilities ETF position as of Q2 2014 after selling out during the quarter.
  • Valley Wealth Managers sold 4,200 iShares US Utilities ETF shares in Q2 2014, an estimated $219K.
  • Valley Wealth Managers first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 3 quarters.
  • Valley Wealth Managers's iShares US Utilities ETF position peaked at $219K in Q1 2014.
  • 120 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2014.

Based on Valley Wealth Managers's 13F filing for Q2 2014, filed 4 Aug 2014.