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Windsor Capital Management’s iShares US Utilities ETF IDU Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-312
Closed -$16K – 239
2015
Q3 		$16K Buy
+312
New +$16.7K 0.01% 287
2014
Q1 		– Sell
-474
Closed -$23K – 172
2013
Q4 		$23K Hold
474
– – 0.01% 253
2013
Q3 		$22K Sell
474
-130
-22% -$6.22K 0.01% 269
2013
Q2 		$29K Buy
+604
New +$29.5K 0.02% 220

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Windsor Capital Management's IDU Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares US Utilities ETF (IDU) in Q4 2015, closing a stake of 312 shares — an estimated $16K sold.

Windsor Capital Management first reported a position in IDU in Q2 2013 and held it in 4 quarters. The position peaked at $29K in Q2 2013. 117 funds tracked by Wall St. Rank hold IDU as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares US Utilities ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 312 iShares US Utilities ETF shares in Q4 2015, an estimated $16K.
  • Windsor Capital Management first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's iShares US Utilities ETF position peaked at $29K in Q2 2013.
  • 117 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.