Axa
IYE icon

Axa’s iShares US Energy ETF IYE Stock Holding History

Axa’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
2019
Q4 		– Sell
-23,050
Closed -$732K – 1264
2019
Q3 		$732K Buy
23,050
+960
+4% +$31.2K ﹤0.01% 1038
2019
Q2 		$760K Buy
22,090
+360
+2% +$12.5K ﹤0.01% 1018
2019
Q1 		$783K Buy
21,730
+430
+2% +$15K ﹤0.01% 1025
2018
Q4 		$664K Buy
21,300
+470
+2% +$17.3K ﹤0.01% 1040
2018
Q3 		$874K Buy
20,830
+670
+3% +$27.7K ﹤0.01% 1061
2018
Q2 		$846K Hold
20,160
– – ﹤0.01% 1045
2018
Q1 		$745K Sell
20,160
-730
-3% -$28.3K ﹤0.01% 1071
2017
Q4 		$828K Buy
20,890
+810
+4% +$30.5K ﹤0.01% 1058
2017
Q3 		$752K Buy
20,080
+1,430
+8% +$50.8K ﹤0.01% 1026
2017
Q2 		$662K Sell
18,650
-3,410
-15% -$126K ﹤0.01% 1014
2017
Q1 		$850K Buy
22,060
+370
+2% +$14.7K ﹤0.01% 966
2016
Q4 		$901K Buy
21,690
+1,050
+5% +$41.9K ﹤0.01% 927
2016
Q3 		$805K Buy
20,640
+1,220
+6% +$46.5K ﹤0.01% 927
2016
Q2 		$745K Sell
19,420
-4,050
-17% -$150K ﹤0.01% 928
2016
Q1 		$816K Buy
23,470
+1,650
+8% +$53.8K ﹤0.01% 912
2015
Q4 		$739K Buy
21,820
+450
+2% +$16.6K ﹤0.01% 961
2015
Q3 		$733K Buy
21,370
+300
+1% +$11.3K ﹤0.01% 972
2015
Q2 		$893K Sell
21,070
-1,930
-8% -$86.5K ﹤0.01% 986
2015
Q1 		$1M Buy
23,000
+3,450
+18% +$151K ﹤0.01% 948
2014
Q4 		$876K Buy
19,550
+650
+3% +$30.6K ﹤0.01% 989
2014
Q3 		$974K Hold
18,900
– – ﹤0.01% 912
2014
Q2 		$1.07M Hold
18,900
– – ﹤0.01% 906
2014
Q1 		$964K Buy
18,900
+1,110
+6% +$54.6K ﹤0.01% 925
2013
Q4 		$898K Buy
+17,790
New +$872K ﹤0.01% 940

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Axa's IYE Position: Q4 2019 in Review

Axa sold out of iShares US Energy ETF (IYE) in Q4 2019, closing a stake of 23,050 shares — an estimated $732K sold.

Axa first reported a position in IYE in Q4 2013 and held it in 24 quarters. The position peaked at $1.07M in Q2 2014. 178 funds tracked by Wall St. Rank hold IYE as of Q4 2019.

  • Axa reported no remaining iShares US Energy ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 23,050 iShares US Energy ETF shares in Q4 2019, an estimated $732K.
  • Axa first reported a position in iShares US Energy ETF in Q4 2013 and held it in 24 quarters.
  • Axa's iShares US Energy ETF position peaked at $1.07M in Q2 2014.
  • 178 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.