Aurora Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Aurora Financial 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 Q4	$238K	Buy	+6,007	New	+$226K	0.17%	167

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aurora Financial Advisors's IYE Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in iShares US Energy ETF (IYE) in Q4 2017: 6,007 shares worth $238K. The stake represents 0.17% of the portfolio and ranks #167 among its holdings.

184 funds tracked by Wall St. Rank hold IYE as of Q4 2017.

Aurora Financial Advisors held 6,007 shares of iShares US Energy ETF worth $238K as of Q4 2017.
iShares US Energy ETF was a new Aurora Financial Advisors position in Q4 2017.
iShares US Energy ETF made up 0.17% of Aurora Financial Advisors's portfolio in Q4 2017, its #167 holding.
184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.