Investment Partners’s iShares US Energy ETF IYE Stock Holding History

Investment Partners’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 Q4	–	Sell	-11,972	Closed	-$380K	–	150
2019 Q3	$380K	Sell	11,972 -37,999	-76%	-$1.23M	0.28%	82
2019 Q2	$1.72M	Buy	49,971 +121	+0.2%	+$4.2K	1.23%	25
2019 Q1	$1.8M	Buy	49,850 +6,400	+15%	+$224K	1.3%	22
2018 Q4	$1.35M	Hold	43,450	–	–	1.14%	31
2018 Q3	$9.88K	Hold	43,450	–	–	5.49%	3
2018 Q2	$1.82M	Hold	43,450	–	–	1.35%	21
2018 Q1	$1.61M	Buy	43,450 +17,600	+68%	+$682K	1.2%	28
2017 Q4	$1.02M	Hold	25,850	–	–	0.76%	43
2017 Q3	$968K	Hold	25,850	–	–	0.83%	39
2017 Q2	$918K	Hold	25,850	–	–	0.83%	43
2017 Q1	$996K	Hold	25,850	–	–	0.96%	38
2016 Q4	$1.07M	Hold	25,850	–	–	1.05%	37
2016 Q3	$1.01M	Hold	25,850	–	–	0.57%	59
2016 Q2	$992K	Hold	25,850	–	–	0.99%	38
2016 Q1	$875K	Hold	25,850	–	–	0.57%	61
2015 Q4	$874K	Buy	+25,850	New	+$956K	1.05%	37

Other funds holding IYE

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

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

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

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

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

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

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

Investment Partners's IYE Position: Q4 2019 in Review

Investment Partners sold out of iShares US Energy ETF (IYE) in Q4 2019, closing a stake of 11,972 shares — an estimated $380K sold.

Investment Partners first reported a position in IYE in Q4 2015 and held it in 16 quarters. The position peaked at $1.82M in Q2 2018. 178 funds tracked by Wall St. Rank hold IYE as of Q4 2019.

Investment Partners reported no remaining iShares US Energy ETF position as of Q4 2019 after selling out during the quarter.
Investment Partners sold 11,972 iShares US Energy ETF shares in Q4 2019, an estimated $380K.
Investment Partners first reported a position in iShares US Energy ETF in Q4 2015 and held it in 16 quarters.
Investment Partners's iShares US Energy ETF position peaked at $1.82M in Q2 2018.
178 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2019.

Based on Investment Partners's 13F filing for Q4 2019, filed 31 Jan 2020.