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Blue Chip Partners’s iShares US Energy ETF IYE Stock Holding History

Blue Chip Partners’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
-15,235
Closed -$475K – 134
2018
Q4 		$475K Buy
+15,235
New +$560K 0.12% 94

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

Blue Chip Partners's IYE Position: Q1 2019 in Review

Blue Chip Partners sold out of iShares US Energy ETF (IYE) in Q1 2019, closing a stake of 15,235 shares — an estimated $475K sold.

Blue Chip Partners first reported a position in IYE in Q4 2018 and held it in 1 quarter. The position peaked at $475K in Q4 2018. 190 funds tracked by Wall St. Rank hold IYE as of Q1 2019.

  • Blue Chip Partners reported no remaining iShares US Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Blue Chip Partners sold 15,235 iShares US Energy ETF shares in Q1 2019, an estimated $475K.
  • Blue Chip Partners first reported a position in iShares US Energy ETF in Q4 2018 and held it in 1 quarter.
  • Blue Chip Partners's iShares US Energy ETF position peaked at $475K in Q4 2018.
  • 190 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2019.

Based on Blue Chip Partners's 13F filing for Q1 2019, filed 23 Apr 2019.