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Dean Investment Associates’s iShares US Energy ETF IYE Stock Holding History

Dean Investment Associates’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
Q1 		– Sell
-14,970
Closed -$671K – 231
2014
Q4 		$671K Buy
+14,970
New +$706K 0.16% 143

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RIG
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Bank of America
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Morgan Stanley
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BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dean Investment Associates's IYE Position: Q1 2015 in Review

Dean Investment Associates sold out of iShares US Energy ETF (IYE) in Q1 2015, closing a stake of 14,970 shares — an estimated $671K sold.

Dean Investment Associates first reported a position in IYE in Q4 2014 and held it in 1 quarter. The position peaked at $671K in Q4 2014. 139 funds tracked by Wall St. Rank hold IYE as of Q1 2015.

  • Dean Investment Associates reported no remaining iShares US Energy ETF position as of Q1 2015 after selling out during the quarter.
  • Dean Investment Associates sold 14,970 iShares US Energy ETF shares in Q1 2015, an estimated $671K.
  • Dean Investment Associates first reported a position in iShares US Energy ETF in Q4 2014 and held it in 1 quarter.
  • Dean Investment Associates's iShares US Energy ETF position peaked at $671K in Q4 2014.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2015.

Based on Dean Investment Associates's 13F filing for Q1 2015, filed 11 May 2015.