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Cornerstone Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Cornerstone Wealth 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
2019
Q2 		– Sell
-1,924
Closed -$238K – 437
2019
Q1 		$238K Buy
+1,924
New +$67.3K 0.03% 450
2017
Q1 		– Sell
-5,557
Closed -$234K – 347
2016
Q4 		$234K Buy
+5,557
New +$222K 0.08% 244

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Wealth Management's IYE Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 1,924 shares — an estimated $238K sold.

Cornerstone Wealth Management first reported a position in IYE in Q4 2016 and held it in 2 quarters. The position peaked at $238K in Q1 2019. 178 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,924 iShares US Energy ETF shares in Q2 2019, an estimated $238K.
  • Cornerstone Wealth Management first reported a position in iShares US Energy ETF in Q4 2016 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares US Energy ETF position peaked at $238K in Q1 2019.
  • 178 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.