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Winch Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Winch Advisory Services’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
2016
Q4 		– Sell
-9,714
Closed -$595K – 276
2016
Q3 		$595K Buy
+9,714
New +$616K 0.49% 46

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LIA
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Bank of America
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1832 Asset Management
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UCFA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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Goldman Sachs
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Winch Advisory Services's IDU Position: Q4 2016 in Review

Winch Advisory Services sold out of iShares US Utilities ETF (IDU) in Q4 2016, closing a stake of 9,714 shares — an estimated $595K sold.

Winch Advisory Services first reported a position in IDU in Q3 2016 and held it in 1 quarter. The position peaked at $595K in Q3 2016. 132 funds tracked by Wall St. Rank hold IDU as of Q4 2016.

  • Winch Advisory Services reported no remaining iShares US Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 9,714 iShares US Utilities ETF shares in Q4 2016, an estimated $595K.
  • Winch Advisory Services first reported a position in iShares US Utilities ETF in Q3 2016 and held it in 1 quarter.
  • Winch Advisory Services's iShares US Utilities ETF position peaked at $595K in Q3 2016.
  • 132 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.