Chapwood Capital Investment Management’s iShares US Energy ETF IYE Stock Holding History

Chapwood Capital 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
2019 Q4	$1.9M	Buy	+59,157	New	+$1.87M	1.91%	16

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Chapwood Capital Investment Management's IYE Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in iShares US Energy ETF (IYE) in Q4 2019: 59,157 shares worth $1.9M. The stake represents 1.91% of the portfolio and ranks #16 among its holdings.

178 funds tracked by Wall St. Rank hold IYE as of Q4 2019.

Chapwood Capital Investment Management held 59,157 shares of iShares US Energy ETF worth $1.9M as of Q4 2019.
iShares US Energy ETF was a new Chapwood Capital Investment Management position in Q4 2019.
iShares US Energy ETF made up 1.91% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #16 holding.
178 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.