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Community Financial Services Group’s iShares US Energy ETF IYE Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-1,647
Closed -$56K – 144
2015
Q3 		$56K Hold
1,647
– – 0.03% 116
2015
Q2 		$70K Hold
1,647
– – 0.03% 111
2015
Q1 		$71K Buy
+1,647
New +$72.2K 0.03% 106

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Community Financial Services Group's IYE Position: Q4 2015 in Review

Community Financial Services Group sold out of iShares US Energy ETF (IYE) in Q4 2015, closing a stake of 1,647 shares — an estimated $56K sold.

Community Financial Services Group first reported a position in IYE in Q1 2015 and held it in 3 quarters. The position peaked at $71K in Q1 2015. 151 funds tracked by Wall St. Rank hold IYE as of Q4 2015.

  • Community Financial Services Group reported no remaining iShares US Energy ETF position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 1,647 iShares US Energy ETF shares in Q4 2015, an estimated $56K.
  • Community Financial Services Group first reported a position in iShares US Energy ETF in Q1 2015 and held it in 3 quarters.
  • Community Financial Services Group's iShares US Energy ETF position peaked at $71K in Q1 2015.
  • 151 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.