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Carolina Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Carolina Wealth Advisors’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
Q2 		– Sell
-300
Closed -$5K – 179
2020
Q1 		$5K Hold
300
– – 0.01% 130
2019
Q4 		$10K Buy
+300
New +$9.48K 0.01% 127

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return

Carolina Wealth Advisors's IYE Position: Q2 2020 in Review

Carolina Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q2 2020, closing a stake of 300 shares — an estimated $5K sold.

Carolina Wealth Advisors first reported a position in IYE in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 160 funds tracked by Wall St. Rank hold IYE as of Q2 2020.

  • Carolina Wealth Advisors reported no remaining iShares US Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 300 iShares US Energy ETF shares in Q2 2020, an estimated $5K.
  • Carolina Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2019 and held it in 2 quarters.
  • Carolina Wealth Advisors's iShares US Energy ETF position peaked at $10K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2020.

Based on Carolina Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.