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Bell Rock Capital’s iShares US Energy ETF IYE Stock Holding History

Bell Rock Capital’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
-212
Closed -$7K – 182
2019
Q4 		$7K Hold
212
– – 0.01% 323
2019
Q3 		$7K Hold
212
– – 0.01% 312
2019
Q2 		$7K Sell
212
-329
-61% -$11.4K 0.01% 316
2019
Q1 		$20K Buy
541
+2
+0.4% +$70 0.01% 298
2018
Q4 		$17K Sell
539
-862
-62% -$31.7K 0.01% 317
2018
Q3 		$57K Buy
1,401
+8
+0.6% +$331 0.03% 242
2018
Q2 		$58K Hold
1,393
– – 0.03% 243
2018
Q1 		$52K Buy
1,393
+8
+0.6% +$310 0.03% 249
2017
Q4 		$55K Buy
1,385
+19
+1% +$716 0.03% 237
2017
Q3 		$52K Sell
1,366
-189
-12% -$6.72K 0.03% 239
2017
Q2 		$56K Buy
1,555
+196
+14% +$7.23K 0.03% 221
2017
Q1 		$52K Buy
1,359
+196
+17% +$7.8K 0.05% 192
2016
Q4 		$48K Buy
+1,163
New +$46.4K 0.05% 186

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

Bell Rock Capital's IYE Position: Q1 2020 in Review

Bell Rock Capital sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 212 shares — an estimated $7K sold.

Bell Rock Capital first reported a position in IYE in Q4 2016 and held it in 13 quarters. The position peaked at $58K in Q2 2018. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Bell Rock Capital reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 212 iShares US Energy ETF shares in Q1 2020, an estimated $7K.
  • Bell Rock Capital first reported a position in iShares US Energy ETF in Q4 2016 and held it in 13 quarters.
  • Bell Rock Capital's iShares US Energy ETF position peaked at $58K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.