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Jackson Grant Investment Advisers’s iShares US Energy ETF IYE Stock Holding History

Jackson Grant Investment Advisers’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
-564
Closed -$21K – 214
2017
Q3 		$21K Buy
+564
New +$20.1K 0.02% 184

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jackson Grant Investment Advisers's IYE Position: Q4 2017 in Review

Jackson Grant Investment Advisers sold out of iShares US Energy ETF (IYE) in Q4 2017, closing a stake of 564 shares — an estimated $21K sold.

Jackson Grant Investment Advisers first reported a position in IYE in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2017.

  • Jackson Grant Investment Advisers reported no remaining iShares US Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 564 iShares US Energy ETF shares in Q4 2017, an estimated $21K.
  • Jackson Grant Investment Advisers first reported a position in iShares US Energy ETF in Q3 2017 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's iShares US Energy ETF position peaked at $21K in Q3 2017.
  • 184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2017, filed 1 Feb 2018.