Barrow, Hanley, Mewhinney & Strauss
IYE icon

Barrow, Hanley, Mewhinney & Strauss’s iShares US Energy ETF IYE Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2020
Q1 		– Sell
-52,000
Closed -$1.67M – 359
2019
Q4 		$1.67M Buy
+52,000
New +$1.64M 0.01% 212

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's IYE Position: Q1 2020 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 52,000 shares — an estimated $1.67M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in IYE in Q4 2019 and held it in 1 quarter. The position peaked at $1.67M in Q4 2019. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 52,000 iShares US Energy ETF shares in Q1 2020, an estimated $1.67M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in iShares US Energy ETF in Q4 2019 and held it in 1 quarter.
  • Barrow, Hanley, Mewhinney & Strauss's iShares US Energy ETF position peaked at $1.67M in Q4 2019.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2020, filed 15 May 2020.