KIA
IYE icon

KCM Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

KCM Investment Advisors’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
2019
Q2 		– Sell
-8,527
Closed -$307K – 329
2019
Q1 		$307K Buy
8,527
+37
+0.4% +$1.29K 0.02% 275
2018
Q4 		$265K Sell
8,490
-12,669
-60% -$466K 0.02% 426
2018
Q3 		$888K Buy
21,159
+27
+0.1% +$1.12K 0.05% 257
2018
Q2 		$886K Sell
21,132
-4,727
-18% -$193K 0.05% 252
2018
Q1 		$956K Sell
25,859
-506
-2% -$19.6K 0.06% 261
2017
Q4 		$1.04M Buy
26,365
+38
+0.1% +$1.43K 0.06% 256
2017
Q3 		$985K Buy
26,327
+4
+0% +$142 0.06% 251
2017
Q2 		$934K Hold
26,323
– – 0.06% 253
2017
Q1 		$1.01M Sell
26,323
-445
-2% -$17.7K 0.06% 248
2016
Q4 		$1.11M Buy
26,768
+903
+3% +$36K 0.07% 241
2016
Q3 		$1.01M Hold
25,865
– – 0.07% 247
2016
Q2 		$992K Hold
25,865
– – 0.07% 243
2016
Q1 		$900K Buy
25,865
+60
+0.2% +$1.96K 0.07% 254
2015
Q4 		$874K Sell
25,805
-15,445
-37% -$571K 0.07% 254
2015
Q3 		$1.42M Buy
+41,250
New +$1.56M 0.12% 204
2014
Q4 		– Sell
-4,817
Closed -$248K – 527
2014
Q3 		$248K Buy
4,817
+3
+0.1% +$165 0.02% 447
2014
Q2 		$273K Buy
4,814
+2
+0% +$108 0.03% 422
2014
Q1 		$245K Sell
4,812
-950
-16% -$46.7K 0.03% 406
2013
Q4 		$291K Sell
5,762
-295
-5% -$14.5K 0.03% 368
2013
Q3 		$285K Buy
6,057
+3
+0% +$140 0.03% 369
2013
Q2 		$270K Buy
+6,054
New +$273K 0.03% 369

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM Investment Advisors's IYE Position: Q2 2019 in Review

KCM Investment Advisors sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 8,527 shares — an estimated $307K sold.

KCM Investment Advisors first reported a position in IYE in Q2 2013 and held it in 21 quarters. The position peaked at $1.42M in Q3 2015. 179 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

  • KCM Investment Advisors reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 8,527 iShares US Energy ETF shares in Q2 2019, an estimated $307K.
  • KCM Investment Advisors first reported a position in iShares US Energy ETF in Q2 2013 and held it in 21 quarters.
  • KCM Investment Advisors's iShares US Energy ETF position peaked at $1.42M in Q3 2015.
  • 179 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

Based on KCM Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.