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Clearwater Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-1,821
Closed -$67K – 371
2018
Q1 		$67K Buy
+1,821
New +$70.6K 0.01% 269

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Clearwater Capital Advisors's IYE Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares US Energy ETF (IYE) in Q2 2018, closing a stake of 1,821 shares — an estimated $67K sold.

Clearwater Capital Advisors first reported a position in IYE in Q1 2018 and held it in 1 quarter. The position peaked at $67K in Q1 2018. 194 funds tracked by Wall St. Rank hold IYE as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares US Energy ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,821 iShares US Energy ETF shares in Q2 2018, an estimated $67K.
  • Clearwater Capital Advisors first reported a position in iShares US Energy ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares US Energy ETF position peaked at $67K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.