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Global Financial Private Capital’s iShares US Energy ETF IYE Stock Holding History

Global Financial Private Capital’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
Q4 		– Sell
-5,216
Closed -$219K – 425
2018
Q3 		$219K Buy
+5,216
New +$216K 0.01% 494

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Global Financial Private Capital's IYE Position: Q4 2018 in Review

Global Financial Private Capital sold out of iShares US Energy ETF (IYE) in Q4 2018, closing a stake of 5,216 shares — an estimated $219K sold.

Global Financial Private Capital first reported a position in IYE in Q3 2018 and held it in 1 quarter. The position peaked at $219K in Q3 2018. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

  • Global Financial Private Capital reported no remaining iShares US Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 5,216 iShares US Energy ETF shares in Q4 2018, an estimated $219K.
  • Global Financial Private Capital first reported a position in iShares US Energy ETF in Q3 2018 and held it in 1 quarter.
  • Global Financial Private Capital's iShares US Energy ETF position peaked at $219K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.