WPSG
IDU icon

Wealth & Pension Services Group’s iShares US Utilities ETF IDU Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$1.41M Buy
17,324
+12,430
+254% +$967K 1.02% 30
2019
Q2 		$369K Hold
4,894
– – 0.27% 84
2019
Q1 		$360K Buy
+4,894
New +$345K 0.28% 83

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Wealth & Pension Services Group's IDU Position: Q3 2019 in Review

Wealth & Pension Services Group increased its iShares US Utilities ETF (IDU) stake by 254% in Q3 2019, buying an estimated $967K and bringing the position to 17,324 shares worth $1.41M. The position accounts for 1.02% of the portfolio, ranked #30.

Wealth & Pension Services Group first reported a position in IDU in Q1 2019 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

  • Wealth & Pension Services Group held 17,324 shares of iShares US Utilities ETF worth $1.41M as of Q3 2019.
  • Wealth & Pension Services Group bought 12,430 iShares US Utilities ETF shares in Q3 2019, an estimated $967K.
  • iShares US Utilities ETF made up 1.02% of Wealth & Pension Services Group's portfolio in Q3 2019, its #30 holding.
  • Wealth & Pension Services Group first reported a position in iShares US Utilities ETF in Q1 2019 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.