EFS
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Essex Financial Services’s iShares US Energy ETF IYE Stock Holding History

Essex Financial Services’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
Q3 		– Sell
-5,325
Closed -$226K – 328
2015
Q2 		$226K Hold
5,325
– – 0.06% 289
2015
Q1 		$232K Hold
5,325
– – 0.06% 280
2014
Q4 		$239K Hold
5,325
– – 0.06% 272
2014
Q3 		$274K Hold
5,325
– – 0.08% 235
2014
Q2 		$302K Hold
5,325
– – 0.09% 227
2014
Q1 		$271K Hold
5,325
– – 0.09% 229
2013
Q4 		$269K Buy
+5,325
New +$261K 0.09% 220

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essex Financial Services's IYE Position: Q3 2015 in Review

Essex Financial Services sold out of iShares US Energy ETF (IYE) in Q3 2015, closing a stake of 5,325 shares — an estimated $226K sold.

Essex Financial Services first reported a position in IYE in Q4 2013 and held it in 7 quarters. The position peaked at $302K in Q2 2014. 127 funds tracked by Wall St. Rank hold IYE as of Q3 2015.

  • Essex Financial Services reported no remaining iShares US Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Essex Financial Services sold 5,325 iShares US Energy ETF shares in Q3 2015, an estimated $226K.
  • Essex Financial Services first reported a position in iShares US Energy ETF in Q4 2013 and held it in 7 quarters.
  • Essex Financial Services's iShares US Energy ETF position peaked at $302K in Q2 2014.
  • 127 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2015.

Based on Essex Financial Services's 13F filing for Q3 2015, filed 6 Oct 2015.