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Apriem Advisors’s iShares US Energy ETF IYE Stock Holding History

Apriem 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
2017
Q2 		– Sell
-500
Closed -$19K – 339
2017
Q1 		$19K Buy
+500
New +$19.9K 0.01% 346
2016
Q2 		– Sell
-159
Closed -$6K – 613
2016
Q1 		$6K Buy
+159
New +$5.18K ﹤0.01% 422

Other funds holding IYE

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apriem Advisors's IYE Position: Q2 2017 in Review

Apriem Advisors sold out of iShares US Energy ETF (IYE) in Q2 2017, closing a stake of 500 shares — an estimated $19K sold.

Apriem Advisors first reported a position in IYE in Q1 2016 and held it in 2 quarters. The position peaked at $19K in Q1 2017. 158 funds tracked by Wall St. Rank hold IYE as of Q2 2017.

  • Apriem Advisors reported no remaining iShares US Energy ETF position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 500 iShares US Energy ETF shares in Q2 2017, an estimated $19K.
  • Apriem Advisors first reported a position in iShares US Energy ETF in Q1 2016 and held it in 2 quarters.
  • Apriem Advisors's iShares US Energy ETF position peaked at $19K in Q1 2017.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.