HC Advisors’s iShares US Energy ETF IYE Stock Holding History

HC 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
2020 Q1	–	Sell	-42,535	Closed	-$1.37M	–	41
2019 Q4	$1.37M	Buy	+42,535	New	+$1.34M	1.41%	20

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

HC Advisors's IYE Position: Q1 2020 in Review

HC Advisors sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 42,535 shares — an estimated $1.37M sold.

HC Advisors first reported a position in IYE in Q4 2019 and held it in 1 quarter. The position peaked at $1.37M in Q4 2019. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

HC Advisors reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
HC Advisors sold 42,535 iShares US Energy ETF shares in Q1 2020, an estimated $1.37M.
HC Advisors first reported a position in iShares US Energy ETF in Q4 2019 and held it in 1 quarter.
HC Advisors's iShares US Energy ETF position peaked at $1.37M in Q4 2019.
159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on HC Advisors's 13F filing for Q1 2020, filed 8 May 2020.