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Ameritas Investment Partners’s iShares US Energy ETF IYE Stock Holding History

Ameritas Investment Partners’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
Q2 		– Sell
-1,500
Closed -$52K – 1182
2016
Q1 		$52K Sell
1,500
-15,466
-91% -$504K ﹤0.01% 1029
2015
Q4 		$574K Buy
+16,966
New +$627K 0.04% 479

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ameritas Investment Partners's IYE Position: Q2 2016 in Review

Ameritas Investment Partners sold out of iShares US Energy ETF (IYE) in Q2 2016, closing a stake of 1,500 shares — an estimated $52K sold.

Ameritas Investment Partners first reported a position in IYE in Q4 2015 and held it in 2 quarters. The position peaked at $574K in Q4 2015. 172 funds tracked by Wall St. Rank hold IYE as of Q2 2016.

  • Ameritas Investment Partners reported no remaining iShares US Energy ETF position as of Q2 2016 after selling out during the quarter.
  • Ameritas Investment Partners sold 1,500 iShares US Energy ETF shares in Q2 2016, an estimated $52K.
  • Ameritas Investment Partners first reported a position in iShares US Energy ETF in Q4 2015 and held it in 2 quarters.
  • Ameritas Investment Partners's iShares US Energy ETF position peaked at $574K in Q4 2015.
  • 172 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2016.

Based on Ameritas Investment Partners's 13F filing for Q2 2016, filed 10 Aug 2016.