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Atwood & Palmer’s iShares US Energy ETF IYE Stock Holding History

Atwood & Palmer’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
2014
Q4 		– Sell
-202
Closed -$10K – 396
2014
Q3 		$10K Hold
202
– – ﹤0.01% 302
2014
Q2 		$11K Buy
+202
New +$10.9K ﹤0.01% 263

Other funds holding IYE

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's IYE Position: Q4 2014 in Review

Atwood & Palmer sold out of iShares US Energy ETF (IYE) in Q4 2014, closing a stake of 202 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in IYE in Q2 2014 and held it in 2 quarters. The position peaked at $11K in Q2 2014. 140 funds tracked by Wall St. Rank hold IYE as of Q4 2014.

  • Atwood & Palmer reported no remaining iShares US Energy ETF position as of Q4 2014 after selling out during the quarter.
  • Atwood & Palmer sold 202 iShares US Energy ETF shares in Q4 2014, an estimated $10K.
  • Atwood & Palmer first reported a position in iShares US Energy ETF in Q2 2014 and held it in 2 quarters.
  • Atwood & Palmer's iShares US Energy ETF position peaked at $11K in Q2 2014.
  • 140 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2014.

Based on Atwood & Palmer's 13F filing for Q4 2014, filed 17 Feb 2015.