First National Bank Sioux Falls’s iShares US Energy ETF IYE Stock Holding History

First National Bank Sioux Falls’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 Q4	–	Sell	-500	Closed	-$17K	–	242
2015 Q3	$17K	Hold	500	–	–	0.06%	156
2015 Q2	$21K	Hold	500	–	–	0.06%	153
2015 Q1	$22K	Hold	500	–	–	0.06%	153
2014 Q4	$22K	Buy	+500	New	+$23.6K	0.06%	149

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

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

ANTB

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First National Bank Sioux Falls's IYE Position: Q4 2015 in Review

First National Bank Sioux Falls sold out of iShares US Energy ETF (IYE) in Q4 2015, closing a stake of 500 shares — an estimated $17K sold.

First National Bank Sioux Falls first reported a position in IYE in Q4 2014 and held it in 4 quarters. The position peaked at $22K in Q1 2015. 151 funds tracked by Wall St. Rank hold IYE as of Q4 2015.

First National Bank Sioux Falls reported no remaining iShares US Energy ETF position as of Q4 2015 after selling out during the quarter.
First National Bank Sioux Falls sold 500 iShares US Energy ETF shares in Q4 2015, an estimated $17K.
First National Bank Sioux Falls first reported a position in iShares US Energy ETF in Q4 2014 and held it in 4 quarters.
First National Bank Sioux Falls's iShares US Energy ETF position peaked at $22K in Q1 2015.
151 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2015.

Based on First National Bank Sioux Falls's 13F filing for Q4 2015, filed 5 Feb 2016.