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

Chilton Capital 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
2022
Q1 		– Sell
-289
Closed -$9K – 417
2021
Q4 		$9K Buy
+289
New +$8.89K ﹤0.01% 511
2013
Q3 		– Sell
-545
Closed -$24K – 398
2013
Q2 		$24K Buy
+545
New +$24.6K ﹤0.01% 286

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Chilton Capital Management's IYE Position: Q1 2022 in Review

Chilton Capital Management sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 289 shares — an estimated $9K sold.

Chilton Capital Management first reported a position in IYE in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q2 2013. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

  • Chilton Capital Management reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Chilton Capital Management sold 289 iShares US Energy ETF shares in Q1 2022, an estimated $9K.
  • Chilton Capital Management first reported a position in iShares US Energy ETF in Q2 2013 and held it in 2 quarters.
  • Chilton Capital Management's iShares US Energy ETF position peaked at $24K in Q2 2013.
  • 389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on Chilton Capital Management's 13F filing for Q1 2022, filed 16 May 2022.