Advisor Consultant Network’s iShares US Energy ETF IYE Stock Holding History

Advisor Consultant Network’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
2016 Q3	$655K	Buy	+16,806	New	+$640K	0.09%	131

Other funds holding IYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Advisor Consultant Network's IYE Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares US Energy ETF (IYE) in Q3 2016: 16,806 shares worth $655K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings.

169 funds tracked by Wall St. Rank hold IYE as of Q3 2016.

Advisor Consultant Network held 16,806 shares of iShares US Energy ETF worth $655K as of Q3 2016.
iShares US Energy ETF was a new Advisor Consultant Network position in Q3 2016.
iShares US Energy ETF made up 0.09% of Advisor Consultant Network's portfolio in Q3 2016, its #131 holding.
169 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.