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Credit Suisse’s iShares US Energy ETF IYE Stock Holding History

Credit Suisse’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
2022
Q4 		– Sell
-5,270
Closed -$207K – 4047
2022
Q3 		$207K Buy
+5,270
New +$216K ﹤0.01% 3230
2017
Q4 		– Sell
-31,587
Closed -$1.18M – 4105
2017
Q3 		$1.18M Hold
31,587
– – ﹤0.01% 2967
2017
Q2 		$1.12M Sell
31,587
-3,526
-10% -$130K ﹤0.01% 2623
2017
Q1 		$1.35M Sell
35,113
-69,531
-66% -$2.77M ﹤0.01% 2637
2016
Q4 		$4.35M Buy
104,644
+51,353
+96% +$2.05M ﹤0.01% 1754
2016
Q3 		$2.08M Buy
+53,291
New +$2.03M ﹤0.01% 2351
2016
Q1 		– Sell
-11,413
Closed -$386K – 4147
2015
Q4 		$386K Sell
11,413
-594
-5% -$22K ﹤0.01% 3547
2015
Q3 		$412K Sell
12,007
-18,890
-61% -$714K ﹤0.01% 3532
2015
Q2 		$1.31M Buy
30,897
+7,014
+29% +$314K ﹤0.01% 2927
2015
Q1 		$1.04M Hold
23,883
– – ﹤0.01% 2938
2014
Q4 		$1.07M Sell
23,883
-352,055
-94% -$16.6M ﹤0.01% 3083
2014
Q3 		$19.4M Buy
375,938
+292,325
+350% +$16.1M 0.02% 929
2014
Q2 		$4.75M Buy
+83,613
New +$4.51M ﹤0.01% 2006
2014
Q1 		– Sell
-4,643
Closed -$234K – 4767
2013
Q4 		$234K Sell
4,643
-39,881
-90% -$1.96M ﹤0.01% 4245
2013
Q3 		$2.1M Sell
44,524
-50,857
-53% -$2.38M ﹤0.01% 2354
2013
Q2 		$4.25M Buy
+95,381
New +$4.31M ﹤0.01% 1706

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse's IYE Position: Q4 2022 in Review

Credit Suisse sold out of iShares US Energy ETF (IYE) in Q4 2022, closing a stake of 5,270 shares — an estimated $207K sold.

Credit Suisse first reported a position in IYE in Q2 2013 and held it in 16 quarters. The position peaked at $19.4M in Q3 2014. 396 funds tracked by Wall St. Rank hold IYE as of Q4 2022.

  • Credit Suisse reported no remaining iShares US Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 5,270 iShares US Energy ETF shares in Q4 2022, an estimated $207K.
  • Credit Suisse first reported a position in iShares US Energy ETF in Q2 2013 and held it in 16 quarters.
  • Credit Suisse's iShares US Energy ETF position peaked at $19.4M in Q3 2014.
  • 396 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.