Virtus ETF Advisers
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Virtus ETF Advisers’s iShares US Utilities ETF IDU Stock Holding History

Virtus ETF Advisers’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
Q1 		– Sell
-36,134
Closed -$2.2M – 173
2016
Q4 		$2.2M Buy
36,134
+33,626
+1,341% +$2.01M 0.66% 26
2016
Q3 		$154K Buy
+2,508
New +$159K 0.07% 149

Other funds holding IDU

Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LBMC Investment Advisors
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Virtus ETF Advisers's IDU Position: Q1 2017 in Review

Virtus ETF Advisers sold out of iShares US Utilities ETF (IDU) in Q1 2017, closing a stake of 36,134 shares — an estimated $2.2M sold.

Virtus ETF Advisers first reported a position in IDU in Q3 2016 and held it in 2 quarters. The position peaked at $2.2M in Q4 2016. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2017.

  • Virtus ETF Advisers reported no remaining iShares US Utilities ETF position as of Q1 2017 after selling out during the quarter.
  • Virtus ETF Advisers sold 36,134 iShares US Utilities ETF shares in Q1 2017, an estimated $2.2M.
  • Virtus ETF Advisers first reported a position in iShares US Utilities ETF in Q3 2016 and held it in 2 quarters.
  • Virtus ETF Advisers's iShares US Utilities ETF position peaked at $2.2M in Q4 2016.
  • 136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2017.

Based on Virtus ETF Advisers's 13F filing for Q1 2017, filed 15 May 2017.