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Hochman Cole Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Hochman Cole Investment 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
-9,546
Closed -$307K – 115
2019
Q4 		$307K Sell
9,546
-716
-7% -$22.6K 0.17% 90
2019
Q3 		$326K Buy
+10,262
New +$333K 0.2% 83
2018
Q4 		– Sell
-5,224
Closed -$219K – 116
2018
Q3 		$219K Hold
5,224
– – 0.14% 104
2018
Q2 		$219K Buy
+5,224
New +$213K 0.14% 97
2018
Q1 		– Sell
-5,683
Closed -$225K – 101
2017
Q4 		$225K Sell
5,683
-47
-0.8% -$1.77K 0.14% 93
2017
Q3 		$214K Sell
5,730
-540
-9% -$19.2K 0.14% 91
2017
Q2 		$223K Sell
6,270
-3,459
-36% -$128K 0.15% 85
2017
Q1 		$375K Sell
9,729
-1,117
-10% -$44.4K 0.27% 58
2016
Q4 		$451K Sell
10,846
-1,628
-13% -$64.9K 0.33% 53
2016
Q3 		$486K Sell
12,474
-322
-3% -$12.3K 0.36% 53
2016
Q2 		$491K Sell
12,796
-651
-5% -$24.1K 0.4% 49
2016
Q1 		$468K Buy
13,447
+5,135
+62% +$167K 0.4% 50
2015
Q4 		$281K Buy
+8,312
New +$307K 0.24% 62

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hochman Cole Investment Advisors's IYE Position: Q1 2020 in Review

Hochman Cole Investment Advisors sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 9,546 shares — an estimated $307K sold.

Hochman Cole Investment Advisors first reported a position in IYE in Q4 2015 and held it in 13 quarters. The position peaked at $491K in Q2 2016. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Hochman Cole Investment Advisors reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 9,546 iShares US Energy ETF shares in Q1 2020, an estimated $307K.
  • Hochman Cole Investment Advisors first reported a position in iShares US Energy ETF in Q4 2015 and held it in 13 quarters.
  • Hochman Cole Investment Advisors's iShares US Energy ETF position peaked at $491K in Q2 2016.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.