Brick & Kyle Associates’s iShares US Energy ETF IYE Stock Holding History

Brick & Kyle Associates’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 Q2	–	Sell	-150	Closed	-$6K	–	223
2017 Q1	$6K	Hold	150	–	–	﹤0.01%	367
2016 Q4	$6K	Hold	150	–	–	﹤0.01%	374
2016 Q3	$6K	Hold	150	–	–	﹤0.01%	373
2016 Q2	$6K	Hold	150	–	–	﹤0.01%	377
2016 Q1	$5K	Hold	150	–	–	﹤0.01%	384
2015 Q4	$5K	Hold	150	–	–	﹤0.01%	374
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	385
2015 Q2	$6K	Hold	150	–	–	0.01%	403
2015 Q1	$7K	Hold	150	–	–	0.01%	398
2014 Q4	$7K	Buy	+150	New	+$7.07K	0.01%	373

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

ANTB

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Brick & Kyle Associates's IYE Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares US Energy ETF (IYE) in Q2 2017, closing a stake of 150 shares — an estimated $6K sold.

Brick & Kyle Associates first reported a position in IYE in Q4 2014 and held it in 10 quarters. The position peaked at $7K in Q1 2015. 158 funds tracked by Wall St. Rank hold IYE as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares US Energy ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 150 iShares US Energy ETF shares in Q2 2017, an estimated $6K.
Brick & Kyle Associates first reported a position in iShares US Energy ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares US Energy ETF position peaked at $7K in Q1 2015.
158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.