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

Jaffetilchin 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
2014
Q3 		– Sell
-6,879
Closed -$391K – 227
2014
Q2 		$391K Sell
6,879
-3,419
-33% -$184K 0.14% 115
2014
Q1 		$525K Sell
10,298
-71,512
-87% -$3.51M 0.21% 81
2013
Q4 		$4.13M Buy
81,810
+33,149
+68% +$1.63M 2.04% 12
2013
Q3 		$2.29M Buy
48,661
+26,732
+122% +$1.25M 1.34% 19
2013
Q2 		$976K Buy
+21,929
New +$990K 0.68% 35

Other funds holding IYE

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jaffetilchin Investment Partners's IYE Position: Q3 2014 in Review

Jaffetilchin Investment Partners sold out of iShares US Energy ETF (IYE) in Q3 2014, closing a stake of 6,879 shares — an estimated $391K sold.

Jaffetilchin Investment Partners first reported a position in IYE in Q2 2013 and held it in 5 quarters. The position peaked at $4.13M in Q4 2013. 122 funds tracked by Wall St. Rank hold IYE as of Q3 2014.

  • Jaffetilchin Investment Partners reported no remaining iShares US Energy ETF position as of Q3 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,879 iShares US Energy ETF shares in Q3 2014, an estimated $391K.
  • Jaffetilchin Investment Partners first reported a position in iShares US Energy ETF in Q2 2013 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's iShares US Energy ETF position peaked at $4.13M in Q4 2013.
  • 122 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2014, filed 7 Nov 2014.