YorkBridge Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

YorkBridge Wealth Partners’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	-500	Closed	-$38K	–	391
2019 Q2	$38K	Hold	500	–	–	0.02%	398
2019 Q1	$37K	Hold	500	–	–	0.02%	390
2018 Q4	$34K	Hold	500	–	–	0.02%	367
2018 Q3	$33K	Hold	500	–	–	0.02%	409
2018 Q2	$33K	Hold	500	–	–	0.01%	416
2018 Q1	$31K	Hold	500	–	–	0.01%	424
2017 Q4	$31K	Sell	500 -100	-17%	-$6.88K	0.02%	425
2017 Q3	$40K	Hold	600	–	–	0.02%	401
2017 Q2	$39K	Hold	600	–	–	0.02%	399
2017 Q1	$39K	Hold	600	–	–	0.02%	399
2016 Q4	$36K	Buy	+600	New	+$35.9K	0.02%	398

Other funds holding IDU

DWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's IDU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares US Utilities ETF (IDU) in Q3 2019, closing a stake of 500 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in IDU in Q4 2016 and held it in 11 quarters. The position peaked at $40K in Q3 2017. 164 funds tracked by Wall St. Rank hold IDU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares US Utilities ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 iShares US Utilities ETF shares in Q3 2019, an estimated $38K.
YorkBridge Wealth Partners first reported a position in iShares US Utilities ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares US Utilities ETF position peaked at $40K in Q3 2017.
164 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.