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Ackerman Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Ackerman Capital Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-93,603
Closed -$3.01M – 139
2019
Q4 		$3.01M Sell
93,603
-2,887
-3% -$91.2K 0.89% 24
2019
Q3 		$3.06M Sell
96,490
-1,330
-1% -$43.2K 1.06% 20
2019
Q2 		$3.37K Sell
97,820
-3,868
-4% -$134K 0.02% 62
2019
Q1 		$3.66K Sell
101,688
-1,266
-1% -$44.3K 0.02% 58
2018
Q4 		$3.21K Buy
+102,954
New +$3.79M 0.25% 58

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ackerman Capital Advisors's IYE Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 93,603 shares — an estimated $3.01M sold.

Ackerman Capital Advisors first reported a position in IYE in Q4 2018 and held it in 5 quarters. The position peaked at $3.06M in Q3 2019. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Ackerman Capital Advisors reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 93,603 iShares US Energy ETF shares in Q1 2020, an estimated $3.01M.
  • Ackerman Capital Advisors first reported a position in iShares US Energy ETF in Q4 2018 and held it in 5 quarters.
  • Ackerman Capital Advisors's iShares US Energy ETF position peaked at $3.06M in Q3 2019.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.