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FNY Investment Advisers’s iShares US Energy ETF IYE Stock Holding History

FNY Investment Advisers’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
2023
Q4 		– Sell
-400
Closed -$18K – 617
2023
Q3 		$18K Buy
+400
New +$18.4K 0.01% 319
2018
Q3 		– Sell
-315
Closed -$13K – 1098
2018
Q2 		$13K Buy
+315
New +$12.9K 0.01% 406

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

FNY Investment Advisers's IYE Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares US Energy ETF (IYE) in Q4 2023, closing a stake of 400 shares — an estimated $18K sold.

FNY Investment Advisers first reported a position in IYE in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q3 2023. 312 funds tracked by Wall St. Rank hold IYE as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 400 iShares US Energy ETF shares in Q4 2023, an estimated $18K.
  • FNY Investment Advisers first reported a position in iShares US Energy ETF in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's iShares US Energy ETF position peaked at $18K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.