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Verus Capital Partners’s iShares US Utilities ETF IDU Stock Holding History

Verus Capital Partners’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
Q1 		$93K Hold
1,350
– – 0.03% 332
2019
Q4 		$109K Buy
+1,350
New +$108K 0.04% 355

Other funds holding IDU

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Verus Capital Partners's IDU Position: Q1 2020 in Review

Verus Capital Partners held its iShares US Utilities ETF (IDU) position steady in Q1 2020 at 1,350 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #332.

Verus Capital Partners first reported a position in IDU in Q4 2019 and has held it in 2 quarters since. The position peaked at $109K in Q4 2019. 191 funds tracked by Wall St. Rank hold IDU as of Q1 2020.

  • Verus Capital Partners held 1,350 shares of iShares US Utilities ETF worth $93K as of Q1 2020.
  • Verus Capital Partners left its iShares US Utilities ETF share count unchanged in Q1 2020.
  • iShares US Utilities ETF made up 0.03% of Verus Capital Partners's portfolio in Q1 2020, its #332 holding.
  • Verus Capital Partners first reported a position in iShares US Utilities ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's iShares US Utilities ETF position peaked at $109K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.