Bremer Trust National Association’s iShares US Energy ETF IYE Stock Holding History

Bremer Trust National Association’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
2018 Q4	$4K	Buy	+140	New	+$5.15K	﹤0.01%	711

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Bremer Trust National Association's IYE Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in iShares US Energy ETF (IYE) in Q4 2018: 140 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

Bremer Trust National Association held 140 shares of iShares US Energy ETF worth $4K as of Q4 2018.
iShares US Energy ETF was a new Bremer Trust National Association position in Q4 2018.
iShares US Energy ETF made up ﹤0.01% of Bremer Trust National Association's portfolio in Q4 2018, its #711 holding.
184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.