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Birch Hill Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Birch Hill Investment Advisors’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
Q1 		– Sell
-11,600
Closed -$361K – 144
2018
Q4 		$361K Sell
11,600
-2,600
-18% -$95.6K 0.03% 120
2018
Q3 		$596K Hold
14,200
– – 0.04% 110
2018
Q2 		$596K Buy
+14,200
New +$580K 0.05% 103

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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Birch Hill Investment Advisors's IYE Position: Q1 2019 in Review

Birch Hill Investment Advisors sold out of iShares US Energy ETF (IYE) in Q1 2019, closing a stake of 11,600 shares — an estimated $361K sold.

Birch Hill Investment Advisors first reported a position in IYE in Q2 2018 and held it in 3 quarters. The position peaked at $596K in Q3 2018. 190 funds tracked by Wall St. Rank hold IYE as of Q1 2019.

  • Birch Hill Investment Advisors reported no remaining iShares US Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 11,600 iShares US Energy ETF shares in Q1 2019, an estimated $361K.
  • Birch Hill Investment Advisors first reported a position in iShares US Energy ETF in Q2 2018 and held it in 3 quarters.
  • Birch Hill Investment Advisors's iShares US Energy ETF position peaked at $596K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2019.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.