Franklin, Parlapiano, Turner & Welch’s iShares US Energy ETF IYE Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 Q1	–	Sell	-6,335	Closed	-$251K	–	45
2017 Q4	$251K	Hold	6,335	–	–	0.1%	45
2017 Q3	$237K	Hold	6,335	–	–	0.1%	44
2017 Q2	$225K	Hold	6,335	–	–	0.1%	44
2017 Q1	$244K	Hold	6,335	–	–	0.11%	44
2016 Q4	$263K	Buy	+6,335	New	+$253K	0.13%	42

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

ANTB

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Franklin, Parlapiano, Turner & Welch's IYE Position: Q1 2018 in Review

Franklin, Parlapiano, Turner & Welch sold out of iShares US Energy ETF (IYE) in Q1 2018, closing a stake of 6,335 shares — an estimated $251K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in IYE in Q4 2016 and held it in 5 quarters. The position peaked at $263K in Q4 2016. 188 funds tracked by Wall St. Rank hold IYE as of Q1 2018.

Franklin, Parlapiano, Turner & Welch reported no remaining iShares US Energy ETF position as of Q1 2018 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 6,335 iShares US Energy ETF shares in Q1 2018, an estimated $251K.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares US Energy ETF in Q4 2016 and held it in 5 quarters.
Franklin, Parlapiano, Turner & Welch's iShares US Energy ETF position peaked at $263K in Q4 2016.
188 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2018.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q1 2018, filed 17 Apr 2018.