Winslow Evans & Crocker’s iShares US Utilities ETF IDU Stock Holding History

Winslow Evans & Crocker’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	–	Sell	-280	Closed	-$18K	–	1285
2017 Q1	$18K	Sell	280 -188	-40%	-$11.8K	0.01%	752
2016 Q4	$28.5K	Hold	468	–	–	0.01%	660
2016 Q3	$28.7K	Hold	468	–	–	0.01%	655
2016 Q2	$30.7K	Hold	468	–	–	0.01%	618
2016 Q1	$28.9K	Hold	468	–	–	0.01%	618
2015 Q4	$25.3K	Hold	468	–	–	0.01%	690
2015 Q3	$25.2K	Sell	468 -280	-37%	-$15K	0.01%	663
2015 Q2	$38.8K	Hold	748	–	–	0.01%	605
2015 Q1	$41.8K	Hold	748	–	–	0.01%	575
2014 Q4	$44.2K	Hold	748	–	–	0.01%	563
2014 Q3	$39.4K	Sell	748 -17,908	-96%	-$954K	0.01%	603
2014 Q2	$1.04M	Buy	18,656 +17,580	+1,634%	+$939K	0.34%	77
2014 Q1	$56.1K	Hold	1,076	–	–	0.02%	469
2013 Q4	$52K	Buy	+1,076	New	+$51.7K	0.02%	509

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's IDU Position: Q2 2017 in Review

Winslow Evans & Crocker sold out of iShares US Utilities ETF (IDU) in Q2 2017, closing a stake of 280 shares — an estimated $18K sold.

Winslow Evans & Crocker first reported a position in IDU in Q4 2013 and held it in 14 quarters. The position peaked at $1.04M in Q2 2014. 141 funds tracked by Wall St. Rank hold IDU as of Q2 2017.

Winslow Evans & Crocker reported no remaining iShares US Utilities ETF position as of Q2 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 280 iShares US Utilities ETF shares in Q2 2017, an estimated $18K.
Winslow Evans & Crocker first reported a position in iShares US Utilities ETF in Q4 2013 and held it in 14 quarters.
Winslow Evans & Crocker's iShares US Utilities ETF position peaked at $1.04M in Q2 2014.
141 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2017.

Based on Winslow Evans & Crocker's 13F filing for Q2 2017, filed 14 Jul 2017.