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Garrison Point Advisors’s iShares US Energy ETF IYE Stock Holding History

Garrison Point Advisors’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
2019
Q2 		– Sell
-5,715
Closed -$206K – 131
2019
Q1 		$206K Buy
+5,715
New +$200K 0.21% 123

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Garrison Point Advisors's IYE Position: Q2 2019 in Review

Garrison Point Advisors sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 5,715 shares — an estimated $206K sold.

Garrison Point Advisors first reported a position in IYE in Q1 2019 and held it in 1 quarter. The position peaked at $206K in Q1 2019. 179 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

  • Garrison Point Advisors reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
  • Garrison Point Advisors sold 5,715 iShares US Energy ETF shares in Q2 2019, an estimated $206K.
  • Garrison Point Advisors first reported a position in iShares US Energy ETF in Q1 2019 and held it in 1 quarter.
  • Garrison Point Advisors's iShares US Energy ETF position peaked at $206K in Q1 2019.
  • 179 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

Based on Garrison Point Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.