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Investment Centers of America’s iShares US Energy ETF IYE Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-6,719
Closed -$252K – 253
2017
Q3 		$252K Sell
6,719
-865
-11% -$30.8K 0.02% 475
2017
Q2 		$270K Sell
7,584
-10,286
-58% -$379K 0.02% 477
2017
Q1 		$692K Sell
17,870
-2,741
-13% -$109K 0.05% 301
2016
Q4 		$853K Buy
20,611
+3,732
+22% +$149K 0.07% 241
2016
Q3 		$658K Sell
16,879
-4,134
-20% -$158K 0.07% 253
2016
Q2 		$809K Sell
21,013
-6,465
-24% -$239K 0.09% 204
2016
Q1 		$951K Buy
27,478
+6,882
+33% +$224K 0.11% 188
2015
Q4 		$699K Sell
20,596
-914
-4% -$33.8K 0.09% 211
2015
Q3 		$738K Buy
21,510
+1,916
+10% +$72.4K 0.11% 185
2015
Q2 		$827K Buy
19,594
+7,293
+59% +$327K 0.13% 173
2015
Q1 		$536K Buy
+12,301
New +$539K 0.08% 245

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 $4.88B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Investment Centers of America's IYE Position: Q4 2017 in Review

Investment Centers of America sold out of iShares US Energy ETF (IYE) in Q4 2017, closing a stake of 6,719 shares — an estimated $252K sold.

Investment Centers of America first reported a position in IYE in Q1 2015 and held it in 11 quarters. The position peaked at $951K in Q1 2016. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2017.

  • Investment Centers of America reported no remaining iShares US Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 6,719 iShares US Energy ETF shares in Q4 2017, an estimated $252K.
  • Investment Centers of America first reported a position in iShares US Energy ETF in Q1 2015 and held it in 11 quarters.
  • Investment Centers of America's iShares US Energy ETF position peaked at $951K in Q1 2016.
  • 184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.