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

Freedom 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
2017
Q1 		– Sell
-24,640
Closed -$1.02M – 1086
2016
Q4 		$1.02M Buy
24,640
+516
+2% +$20.6K 0.06% 234
2016
Q3 		$941K Buy
24,124
+14,272
+145% +$544K 0.06% 256
2016
Q2 		$378K Buy
+9,852
New +$365K 0.03% 509
2015
Q3 		– Sell
-17,207
Closed -$729K – 705
2015
Q2 		$729K Buy
17,207
+7,000
+69% +$314K 0.07% 235
2015
Q1 		$445K Buy
10,207
+5,262
+106% +$231K 0.05% 348
2014
Q4 		$222K Sell
4,945
-2,688
-35% -$127K 0.03% 527
2014
Q3 		$393K Sell
7,633
-80
-1% -$4.4K 0.07% 276
2014
Q2 		$438K Buy
7,713
+1,376
+22% +$74.2K 0.07% 266
2014
Q1 		$323K Buy
6,337
+1,971
+45% +$96.9K 0.07% 277
2013
Q4 		$220K Sell
4,366
-3,884
-47% -$190K 0.05% 364
2013
Q3 		$389K Buy
+8,250
New +$386K 0.11% 159

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Investment Management's IYE Position: Q1 2017 in Review

Freedom Investment Management sold out of iShares US Energy ETF (IYE) in Q1 2017, closing a stake of 24,640 shares — an estimated $1.02M sold.

Freedom Investment Management first reported a position in IYE in Q3 2013 and held it in 11 quarters. The position peaked at $1.02M in Q4 2016. 167 funds tracked by Wall St. Rank hold IYE as of Q1 2017.

  • Freedom Investment Management reported no remaining iShares US Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 24,640 iShares US Energy ETF shares in Q1 2017, an estimated $1.02M.
  • Freedom Investment Management first reported a position in iShares US Energy ETF in Q3 2013 and held it in 11 quarters.
  • Freedom Investment Management's iShares US Energy ETF position peaked at $1.02M in Q4 2016.
  • 167 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.