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Foresters Investment Management’s iShares US Energy ETF IYE Stock Holding History

Foresters Investment Management’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
-84,000
Closed -$2.88M – 287
2015
Q3 		$2.88M Hold
84,000
– – 0.06% 258
2015
Q2 		$3.56M Buy
+84,000
New +$3.77M 0.07% 252

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
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

Foresters Investment Management's IYE Position: Q4 2015 in Review

Foresters Investment Management sold out of iShares US Energy ETF (IYE) in Q4 2015, closing a stake of 84,000 shares — an estimated $2.88M sold.

Foresters Investment Management first reported a position in IYE in Q2 2015 and held it in 2 quarters. The position peaked at $3.56M in Q2 2015. 151 funds tracked by Wall St. Rank hold IYE as of Q4 2015.

  • Foresters Investment Management reported no remaining iShares US Energy ETF position as of Q4 2015 after selling out during the quarter.
  • Foresters Investment Management sold 84,000 iShares US Energy ETF shares in Q4 2015, an estimated $2.88M.
  • Foresters Investment Management first reported a position in iShares US Energy ETF in Q2 2015 and held it in 2 quarters.
  • Foresters Investment Management's iShares US Energy ETF position peaked at $3.56M in Q2 2015.
  • 151 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2015.

Based on Foresters Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.