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WealthOne’s iShares US Utilities ETF IDU Stock Holding History

WealthOne’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
Q1 		– Sell
-1,534
Closed -$103K – 283
2018
Q4 		$103K Buy
+1,534
New +$106K 0.09% 118

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WealthOne's IDU Position: Q1 2019 in Review

WealthOne sold out of iShares US Utilities ETF (IDU) in Q1 2019, closing a stake of 1,534 shares — an estimated $103K sold.

WealthOne first reported a position in IDU in Q4 2018 and held it in 1 quarter. The position peaked at $103K in Q4 2018. 160 funds tracked by Wall St. Rank hold IDU as of Q1 2019.

  • WealthOne reported no remaining iShares US Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,534 iShares US Utilities ETF shares in Q1 2019, an estimated $103K.
  • WealthOne first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares US Utilities ETF position peaked at $103K in Q4 2018.
  • 160 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.