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Kessler Investment Group’s iShares US Energy ETF IYE Stock Holding History

Kessler Investment Group’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
Q1 		– Sell
-558
Closed -$25K – 112
2014
Q4 		$25K Hold
558
– – 0.04% 80
2014
Q3 		$29K Hold
558
– – 0.05% 82
2014
Q2 		$32K Hold
558
– – 0.06% 76
2014
Q1 		$28K Hold
558
– – 0.06% 68
2013
Q4 		$28K Hold
558
– – 0.05% 77
2013
Q3 		$26K Sell
558
-7,617
-93% -$356K 0.07% 84
2013
Q2 		$364K Buy
+8,175
New +$369K 1.06% 28

Other funds holding IYE

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Kessler Investment Group's IYE Position: Q1 2015 in Review

Kessler Investment Group sold out of iShares US Energy ETF (IYE) in Q1 2015, closing a stake of 558 shares — an estimated $25K sold.

Kessler Investment Group first reported a position in IYE in Q2 2013 and held it in 7 quarters. The position peaked at $364K in Q2 2013. 139 funds tracked by Wall St. Rank hold IYE as of Q1 2015.

  • Kessler Investment Group reported no remaining iShares US Energy ETF position as of Q1 2015 after selling out during the quarter.
  • Kessler Investment Group sold 558 iShares US Energy ETF shares in Q1 2015, an estimated $25K.
  • Kessler Investment Group first reported a position in iShares US Energy ETF in Q2 2013 and held it in 7 quarters.
  • Kessler Investment Group's iShares US Energy ETF position peaked at $364K in Q2 2013.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2015.

Based on Kessler Investment Group's 13F filing for Q1 2015, filed 13 Apr 2015.