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

Isthmus 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
2017
Q1 		– Sell
-915
Closed -$38K – 303
2016
Q4 		$38K Buy
+915
New +$36.5K 0.01% 194
2016
Q1 		– Sell
-609
Closed -$21K – 248
2015
Q4 		$21K Buy
+609
New +$22.5K 0.01% 211

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 $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Isthmus Partners's IYE Position: Q1 2017 in Review

Isthmus Partners sold out of iShares US Energy ETF (IYE) in Q1 2017, closing a stake of 915 shares — an estimated $38K sold.

Isthmus Partners first reported a position in IYE in Q4 2015 and held it in 2 quarters. The position peaked at $38K in Q4 2016. 167 funds tracked by Wall St. Rank hold IYE as of Q1 2017.

  • Isthmus Partners reported no remaining iShares US Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Isthmus Partners sold 915 iShares US Energy ETF shares in Q1 2017, an estimated $38K.
  • Isthmus Partners first reported a position in iShares US Energy ETF in Q4 2015 and held it in 2 quarters.
  • Isthmus Partners's iShares US Energy ETF position peaked at $38K in Q4 2016.
  • 167 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2017.

Based on Isthmus Partners's 13F filing for Q1 2017, filed 10 May 2017.