Wolverine Trading
IDU icon

Wolverine Trading’s iShares US Utilities ETF IDU Stock Holding History

Wolverine Trading’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
Q3 		– Sell
-2,848
Closed -$215K – 4638
2019
Q2 		$215K Sell
2,848
-984
-26% -$73.1K ﹤0.01% 3640
2019
Q1 		$282K Buy
+3,832
New +$270K ﹤0.01% 3431
2018
Q1 		– Sell
-3,018
Closed -$201K – 5410
2017
Q4 		$201K Buy
+3,018
New +$208K ﹤0.01% 4147
2016
Q4 		– Sell
-3,482
Closed -$215K – 4731
2016
Q3 		$215K Buy
+3,482
New +$221K ﹤0.01% 3733

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Wolverine Trading's IDU Position: Q3 2019 in Review

Wolverine Trading sold out of iShares US Utilities ETF (IDU) in Q3 2019, closing a stake of 2,848 shares — an estimated $215K sold.

Wolverine Trading first reported a position in IDU in Q3 2016 and held it in 4 quarters. The position peaked at $282K in Q1 2019. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

  • Wolverine Trading reported no remaining iShares US Utilities ETF position as of Q3 2019 after selling out during the quarter.
  • Wolverine Trading sold 2,848 iShares US Utilities ETF shares in Q3 2019, an estimated $215K.
  • Wolverine Trading first reported a position in iShares US Utilities ETF in Q3 2016 and held it in 4 quarters.
  • Wolverine Trading's iShares US Utilities ETF position peaked at $282K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on Wolverine Trading's 13F filing for Q3 2019, filed 14 Nov 2019.