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WFG Advisors’s iShares US Utilities ETF IDU Stock Holding History

WFG Advisors’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
Q2 		$82K Buy
1,260
+28
+2% +$1.84K 0.02% 572
2017
Q1 		$79K Buy
1,232
+10
+0.8% +$626 0.02% 546
2016
Q4 		$74K Buy
1,222
+10
+0.8% +$599 0.02% 618
2016
Q3 		$74K Buy
1,212
+10
+0.8% +$634 0.02% 608
2016
Q2 		$79K Sell
1,202
-198
-14% -$12.2K 0.02% 562
2016
Q1 		$87K Buy
+1,400
New +$80.5K 0.03% 508
2015
Q4 		– Sell
-2,000
Closed -$108K – 1613
2015
Q3 		$108K Buy
2,000
+1,542
+337% +$82.8K 0.03% 444
2015
Q2 		$24K Buy
458
+6
+1% +$330 0.01% 923
2015
Q1 		$25K Sell
452
-1,038
-70% -$60.2K 0.01% 923
2014
Q4 		$88K Buy
1,490
+108
+8% +$6.13K 0.02% 676
2014
Q3 		$73K Sell
1,382
-434
-24% -$23.1K 0.01% 780
2014
Q2 		$101K Buy
1,816
+442
+32% +$23.6K 0.02% 661
2014
Q1 		$72K Sell
1,374
-190
-12% -$9.43K 0.01% 761
2013
Q4 		$75K Sell
1,564
-93,912
-98% -$4.51M 0.01% 856
2013
Q3 		$4.48M Buy
95,476
+15,796
+20% +$756K 0.69% 23
2013
Q2 		$3.77M Buy
+79,680
New +$3.89M 0.63% 22

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's IDU Position: Q2 2017 in Review

WFG Advisors increased its iShares US Utilities ETF (IDU) stake by 2.3% in Q2 2017, buying an estimated $1.84K and bringing the position to 1,260 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #572.

WFG Advisors first reported a position in IDU in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.48M in Q3 2013. 141 funds tracked by Wall St. Rank hold IDU as of Q2 2017.

  • WFG Advisors held 1,260 shares of iShares US Utilities ETF worth $82K as of Q2 2017.
  • WFG Advisors bought 28 iShares US Utilities ETF shares in Q2 2017, an estimated $1.84K.
  • iShares US Utilities ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #572 holding.
  • WFG Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's iShares US Utilities ETF position peaked at $4.48M in Q3 2013.
  • 141 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.