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Allianz Life Insurance of North America’s iShares US Energy ETF IYE Stock Holding History

Allianz Life Insurance of North America’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
2018
Q3 		$255K Buy
6,083
+700
+13% +$29K 0.28% 90
2018
Q2 		$226K Buy
+5,383
New +$220K 0.27% 95

Other funds holding IYE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Allianz Life Insurance of North America's IYE Position: Q3 2018 in Review

Allianz Life Insurance of North America increased its iShares US Energy ETF (IYE) stake by 13% in Q3 2018, buying an estimated $29K and bringing the position to 6,083 shares worth $255K. The position accounts for 0.28% of the portfolio, ranked #90.

Allianz Life Insurance of North America first reported a position in IYE in Q2 2018 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold IYE as of Q3 2018.

  • Allianz Life Insurance of North America held 6,083 shares of iShares US Energy ETF worth $255K as of Q3 2018.
  • Allianz Life Insurance of North America bought 700 iShares US Energy ETF shares in Q3 2018, an estimated $29K.
  • iShares US Energy ETF made up 0.28% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #90 holding.
  • Allianz Life Insurance of North America first reported a position in iShares US Energy ETF in Q2 2018 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.