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Bellwether Investment Group’s iShares US Energy ETF IYE Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-170
Closed -$7K – 873
2016
Q4 		$7K Buy
+170
New +$6.78K 0.01% 725
2016
Q2 		$7K Buy
+170
New +$6.3K 0.01% 457

Other funds holding IYE

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Investment Group's IYE Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares US Energy ETF (IYE) in Q1 2017, closing a stake of 170 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in IYE in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 167 funds tracked by Wall St. Rank hold IYE as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares US Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 170 iShares US Energy ETF shares in Q1 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in iShares US Energy ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares US Energy ETF position peaked at $7K in Q4 2016.
  • 167 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.