J.P. Turner & Co Capital Management’s iShares US Energy ETF IYE Stock Holding History

J.P. Turner & Co Capital Management’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
2015 Q3	–	Sell	-6,654	Closed	-$278K	–	206
2015 Q2	$278K	Buy	6,654 +1,804	+37%	+$80.9K	0.22%	156
2015 Q1	$208K	Sell	4,850 -75	-2%	-$3.29K	0.19%	163
2014 Q4	$221K	Buy	+4,925	New	+$232K	0.21%	157

Other funds holding IYE

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J.P. Turner & Co Capital Management's IYE Position: Q3 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares US Energy ETF (IYE) in Q3 2015, closing a stake of 6,654 shares — an estimated $278K sold.

J.P. Turner & Co Capital Management first reported a position in IYE in Q4 2014 and held it in 3 quarters. The position peaked at $278K in Q2 2015. 127 funds tracked by Wall St. Rank hold IYE as of Q3 2015.

J.P. Turner & Co Capital Management reported no remaining iShares US Energy ETF position as of Q3 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 6,654 iShares US Energy ETF shares in Q3 2015, an estimated $278K.
J.P. Turner & Co Capital Management first reported a position in iShares US Energy ETF in Q4 2014 and held it in 3 quarters.
J.P. Turner & Co Capital Management's iShares US Energy ETF position peaked at $278K in Q2 2015.
127 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.