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BB&T Securities’s iShares US Energy ETF IYE Stock Holding History

BB&T Securities’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
Q3 		$268K Sell
8,386
-1,304
-13% -$42.4K ﹤0.01% 1368
2019
Q2 		$333K Buy
9,690
+199
+2% +$6.91K ﹤0.01% 1270
2019
Q1 		$341K Sell
9,491
-1,662
-15% -$58.2K ﹤0.01% 1235
2018
Q4 		$347K Sell
11,153
-3,569
-24% -$131K ﹤0.01% 1125
2018
Q3 		$617K Sell
14,722
-112
-0.8% -$4.63K 0.01% 994
2018
Q2 		$622K Sell
14,834
-846
-5% -$34.6K 0.01% 988
2018
Q1 		$579K Sell
15,680
-4,746
-23% -$184K 0.01% 961
2017
Q4 		$809K Buy
20,426
+570
+3% +$21.5K 0.01% 816
2017
Q3 		$743K Sell
19,856
-2,350
-11% -$83.6K 0.01% 846
2017
Q2 		$788K Buy
22,206
+5,074
+30% +$187K 0.01% 823
2017
Q1 		$660K Buy
17,132
+193
+1% +$7.68K 0.01% 795
2016
Q4 		$660K Hold
16,939
– – 0.01% 743
2016
Q3 		$660K Sell
16,939
-61,344
-78% -$2.34M 0.01% 746
2016
Q2 		$3M Buy
78,283
+59,892
+326% +$2.22M 0.05% 348
2016
Q1 		$639K Sell
18,391
-1,977
-10% -$64.5K 0.01% 704
2015
Q4 		$689K Buy
20,368
+1,847
+10% +$68.3K 0.01% 622
2015
Q3 		$635K Sell
18,521
-60,346
-77% -$2.28M 0.01% 627
2015
Q2 		$3.34M Buy
78,867
+4,359
+6% +$195K 0.07% 251
2015
Q1 		$3.25M Buy
74,508
+67,817
+1,014% +$2.97M 0.07% 237
2014
Q4 		$300K Buy
6,691
+1,280
+24% +$60.4K 0.01% 897
2014
Q3 		$279K Sell
5,411
-148,182
-96% -$8.16M 0.01% 879
2014
Q2 		$8.72M Sell
153,593
-200,299
-57% -$10.8M 0.21% 98
2014
Q1 		$18M Buy
353,892
+145,875
+70% +$7.17M 0.47% 62
2013
Q4 		$10.5M Buy
208,017
+13,019
+7% +$638K 0.29% 80
2013
Q3 		$9.18M Buy
194,998
+28,792
+17% +$1.35M 0.28% 82
2013
Q2 		$7.4M Buy
+166,206
New +$7.5M 0.24% 91

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BB&T Securities's IYE Position: Q3 2019 in Review

BB&T Securities reduced its iShares US Energy ETF (IYE) stake by 13% in Q3 2019, selling an estimated $42.4K and leaving 8,386 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

BB&T Securities first reported a position in IYE in Q2 2013 and has held it in 26 quarters since. The position peaked at $18M in Q1 2014. 158 funds tracked by Wall St. Rank hold IYE as of Q3 2019.

  • BB&T Securities held 8,386 shares of iShares US Energy ETF worth $268K as of Q3 2019.
  • BB&T Securities sold 1,304 iShares US Energy ETF shares in Q3 2019, an estimated $42.4K.
  • iShares US Energy ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1368 holding.
  • BB&T Securities first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's iShares US Energy ETF position peaked at $18M in Q1 2014.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.