Investors Capital Advisory Services’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$577K Buy
15,059
+8,987
+148% +$333K 0.11% 240
2016
Q1
$210K Buy
+6,072
New +$198K 0.04% 555
2015
Q3
Sell
-4,790
Closed -$203K 745
2015
Q2
$203K Sell
4,790
-268
-5% -$12K 0.04% 613
2015
Q1
$220K Buy
+5,058
New +$222K 0.04% 575

Other funds holding IYE

Investors Capital Advisory Services's IYE Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares US Energy ETF (IYE) stake by 148% in Q2 2016, buying an estimated $333K and bringing the position to 15,059 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #240.

Investors Capital Advisory Services first reported a position in IYE in Q1 2015 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IYE as of Q2 2016.

  • Investors Capital Advisory Services held 15,059 shares of iShares US Energy ETF worth $577K as of Q2 2016.
  • Investors Capital Advisory Services bought 8,987 iShares US Energy ETF shares in Q2 2016, an estimated $333K.
  • iShares US Energy ETF made up 0.11% of Investors Capital Advisory Services's portfolio in Q2 2016, its #240 holding.
  • Investors Capital Advisory Services first reported a position in iShares US Energy ETF in Q1 2015 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.