First Interstate Bank’s iShares US Energy ETF IYE Stock Holding History

First Interstate Bank’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
2018 Q2	–	Sell	-200	Closed	-$7K	–	683
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	606
2017 Q4	$8K	Hold	200	–	–	﹤0.01%	609
2017 Q3	$7K	Hold	200	–	–	﹤0.01%	586
2017 Q2	$7K	Hold	200	–	–	﹤0.01%	573
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	564
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	590
2016 Q3	$8K	Hold	200	–	–	﹤0.01%	591
2016 Q2	$8K	Hold	200	–	–	﹤0.01%	577
2016 Q1	$7K	Hold	200	–	–	﹤0.01%	603
2015 Q4	$7K	Hold	200	–	–	﹤0.01%	626
2015 Q3	$7K	Buy	+200	New	+$7.56K	﹤0.01%	645

Other funds holding IYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

First Interstate Bank's IYE Position: Q2 2018 in Review

First Interstate Bank sold out of iShares US Energy ETF (IYE) in Q2 2018, closing a stake of 200 shares — an estimated $7K sold.

First Interstate Bank first reported a position in IYE in Q3 2015 and held it in 11 quarters. The position peaked at $8K in Q4 2017. 195 funds tracked by Wall St. Rank hold IYE as of Q2 2018.

First Interstate Bank reported no remaining iShares US Energy ETF position as of Q2 2018 after selling out during the quarter.
First Interstate Bank sold 200 iShares US Energy ETF shares in Q2 2018, an estimated $7K.
First Interstate Bank first reported a position in iShares US Energy ETF in Q3 2015 and held it in 11 quarters.
First Interstate Bank's iShares US Energy ETF position peaked at $8K in Q4 2017.
195 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2018.

Based on First Interstate Bank's 13F filing for Q2 2018, filed 27 Jul 2018.