CIM
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Cetera Investment Management’s iShares US Energy ETF IYE Stock Holding History

Cetera Investment Management’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
Q3 		– Sell
-22,586
Closed -$802K – 36
2017
Q2 		$802K Buy
22,586
+6,498
+40% +$240K 1.01% 25
2017
Q1 		$620K Sell
16,088
-9,914
-38% -$394K 0.71% 48
2016
Q4 		$1.08M Sell
26,002
-4,355
-14% -$174K 0.81% 38
2016
Q3 		$1.18M Sell
30,357
-4,962
-14% -$189K 0.76% 42
2016
Q2 		$1.35M Sell
35,319
-45,886
-57% -$1.7M 0.8% 38
2016
Q1 		$2.82M Sell
81,205
-3,558
-4% -$116K 1.46% 18
2015
Q4 		$2.87M Buy
+84,763
New +$3.13M 1.16% 24

Other funds holding IYE

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return