WI
IDU icon

WrapManager Inc’s iShares US Utilities ETF IDU Stock Holding History

WrapManager Inc’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
2013
Q4 		– Sell
-102,288
Closed -$4.81M – 52
2013
Q3 		$4.81M Buy
102,288
+30,370
+42% +$1.45M 4.17% 12
2013
Q2 		$3.39M Buy
+71,918
New +$3.51M 3.47% 11

Other funds holding IDU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WrapManager Inc's IDU Position: Q4 2013 in Review

WrapManager Inc sold out of iShares US Utilities ETF (IDU) in Q4 2013, closing a stake of 102,288 shares — an estimated $4.81M sold.

WrapManager Inc first reported a position in IDU in Q2 2013 and held it in 2 quarters. The position peaked at $4.81M in Q3 2013. 101 funds tracked by Wall St. Rank hold IDU as of Q4 2013.

  • WrapManager Inc reported no remaining iShares US Utilities ETF position as of Q4 2013 after selling out during the quarter.
  • WrapManager Inc sold 102,288 iShares US Utilities ETF shares in Q4 2013, an estimated $4.81M.
  • WrapManager Inc first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 2 quarters.
  • WrapManager Inc's iShares US Utilities ETF position peaked at $4.81M in Q3 2013.
  • 101 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2013.

Based on WrapManager Inc's 13F filing for Q4 2013, filed 13 Feb 2014.