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Carmichael Hill & Associates’s iShares US Energy ETF IYE Stock Holding History

Carmichael Hill & 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
2020
Q4 		– Sell
-90
Closed -$1K – 749
2020
Q3 		$1K Sell
90
-480
-84% -$9.07K ﹤0.01% 687
2020
Q2 		$11K Hold
570
– – 0.01% 489
2020
Q1 		$9K Hold
570
– – 0.01% 475
2019
Q4 		$18K Buy
+570
New +$18K 0.01% 409

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmichael Hill & Associates's IYE Position: Q4 2020 in Review

Carmichael Hill & Associates sold out of iShares US Energy ETF (IYE) in Q4 2020, closing a stake of 90 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in IYE in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 176 funds tracked by Wall St. Rank hold IYE as of Q4 2020.

  • Carmichael Hill & Associates reported no remaining iShares US Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 90 iShares US Energy ETF shares in Q4 2020, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in iShares US Energy ETF in Q4 2019 and held it in 4 quarters.
  • Carmichael Hill & Associates's iShares US Energy ETF position peaked at $18K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2020.

Based on Carmichael Hill & Associates's 13F filing for Q4 2020, filed 27 Jan 2021.