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Ausdal Financial Partners’s iShares US Energy ETF IYE Stock Holding History

Ausdal Financial 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
2018
Q4 		– Sell
-8,875
Closed -$372K – 334
2018
Q3 		$372K Sell
8,875
-434
-5% -$18K 0.1% 232
2018
Q2 		$390K Hold
9,309
– – 0.12% 228
2018
Q1 		$344K Sell
9,309
-741
-7% -$28.7K 0.12% 221
2017
Q4 		$398K Sell
10,050
-218
-2% -$8.21K 0.14% 203
2017
Q3 		$384K Sell
10,268
-13
-0.1% -$462 0.15% 184
2017
Q2 		$365K Sell
10,281
-157
-2% -$5.79K 0.16% 180
2017
Q1 		$402K Buy
10,438
+33
+0.3% +$1.31K 0.18% 141
2016
Q4 		$432K Buy
10,405
+1,524
+17% +$60.8K 0.2% 128
2016
Q3 		$346K Buy
8,881
+415
+5% +$15.8K 0.17% 155
2016
Q2 		$325K Buy
8,466
+671
+9% +$24.9K 0.17% 154
2016
Q1 		$271K Buy
7,795
+4,350
+126% +$142K 0.15% 165
2015
Q4 		$117K Buy
+3,445
New +$127K 0.06% 278

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Ausdal Financial Partners's IYE Position: Q4 2018 in Review

Ausdal Financial Partners sold out of iShares US Energy ETF (IYE) in Q4 2018, closing a stake of 8,875 shares — an estimated $372K sold.

Ausdal Financial Partners first reported a position in IYE in Q4 2015 and held it in 12 quarters. The position peaked at $432K in Q4 2016. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

  • Ausdal Financial Partners reported no remaining iShares US Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 8,875 iShares US Energy ETF shares in Q4 2018, an estimated $372K.
  • Ausdal Financial Partners first reported a position in iShares US Energy ETF in Q4 2015 and held it in 12 quarters.
  • Ausdal Financial Partners's iShares US Energy ETF position peaked at $432K in Q4 2016.
  • 184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.