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Capital Advisors Ltd’s iShares US Energy ETF IYE Stock Holding History

Capital Advisors Ltd’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
-227
Closed -$9K – 399
2017
Q1 		$9K Buy
+227
New +$9.03K ﹤0.01% 312

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Advisors Ltd's IYE Position: Q2 2017 in Review

Capital Advisors Ltd sold out of iShares US Energy ETF (IYE) in Q2 2017, closing a stake of 227 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in IYE in Q1 2017 and held it in 1 quarter. The position peaked at $9K in Q1 2017. 158 funds tracked by Wall St. Rank hold IYE as of Q2 2017.

  • Capital Advisors Ltd reported no remaining iShares US Energy ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Advisors Ltd sold 227 iShares US Energy ETF shares in Q2 2017, an estimated $9K.
  • Capital Advisors Ltd first reported a position in iShares US Energy ETF in Q1 2017 and held it in 1 quarter.
  • Capital Advisors Ltd's iShares US Energy ETF position peaked at $9K in Q1 2017.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2017.

Based on Capital Advisors Ltd's 13F filing for Q2 2017, filed 26 Jul 2017.