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

Conservest 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
2020
Q1 		– Sell
-90,264
Closed -$2.9M – 73
2019
Q4 		$2.9M Buy
90,264
+11,818
+15% +$373K 0.38% 30
2019
Q3 		$2.49M Sell
78,446
-2,230
-3% -$72.5K 0.36% 33
2019
Q2 		$2.78M Sell
80,676
-20
-0% -$694 0.41% 30
2019
Q1 		$2.91M Sell
80,696
-3,383
-4% -$118K 0.44% 31
2018
Q4 		$2.62M Sell
84,079
-52,737
-39% -$1.94M 0.43% 35
2018
Q3 		$5.74M Buy
136,816
+346
+0.3% +$14.3K 0.84% 24
2018
Q2 		$5.72M Sell
136,470
-125
-0.1% -$5.11K 0.89% 24
2018
Q1 		$5.05M Buy
136,595
+911
+0.7% +$35.3K 1.1% 17
2017
Q4 		$5.38M Buy
135,684
+81,530
+151% +$3.07M 1.07% 17
2017
Q3 		$2.03M Buy
54,154
+9,389
+21% +$334K 0.32% 41
2017
Q2 		$1.59M Buy
44,765
+119
+0.3% +$4.39K 0.34% 33
2017
Q1 		$1.72M Buy
+44,646
New +$1.78M 0.37% 31

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Conservest Capital Advisors's IYE Position: Q1 2020 in Review

Conservest Capital Advisors sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 90,264 shares — an estimated $2.9M sold.

Conservest Capital Advisors first reported a position in IYE in Q1 2017 and held it in 12 quarters. The position peaked at $5.74M in Q3 2018. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Conservest Capital Advisors reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Conservest Capital Advisors sold 90,264 iShares US Energy ETF shares in Q1 2020, an estimated $2.9M.
  • Conservest Capital Advisors first reported a position in iShares US Energy ETF in Q1 2017 and held it in 12 quarters.
  • Conservest Capital Advisors's iShares US Energy ETF position peaked at $5.74M in Q3 2018.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Conservest Capital Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.