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Cobiz Wealth’s iShares US Energy ETF IYE Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-290
Closed -$13K – 239
2013
Q2 		$13K Buy
+290
New +$13.1K ﹤0.01% 257

Other funds holding IYE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Cobiz Wealth's IYE Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares US Energy ETF (IYE) in Q3 2013, closing a stake of 290 shares — an estimated $13K sold.

Cobiz Wealth first reported a position in IYE in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 107 funds tracked by Wall St. Rank hold IYE as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares US Energy ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 290 iShares US Energy ETF shares in Q3 2013, an estimated $13K.
  • Cobiz Wealth first reported a position in iShares US Energy ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares US Energy ETF position peaked at $13K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.