BJ
IYE icon

Brouwer & Janachowski’s iShares US Energy ETF IYE Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-3,000
Closed -$127K – 66
2015
Q2 		$127K Buy
+3,000
New +$135K 0.06% 46

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brouwer & Janachowski's IYE Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares US Energy ETF (IYE) in Q3 2015, closing a stake of 3,000 shares — an estimated $127K sold.

Brouwer & Janachowski first reported a position in IYE in Q2 2015 and held it in 1 quarter. The position peaked at $127K in Q2 2015. 127 funds tracked by Wall St. Rank hold IYE as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares US Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 3,000 iShares US Energy ETF shares in Q3 2015, an estimated $127K.
  • Brouwer & Janachowski first reported a position in iShares US Energy ETF in Q2 2015 and held it in 1 quarter.
  • Brouwer & Janachowski's iShares US Energy ETF position peaked at $127K in Q2 2015.
  • 127 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.