Kiley Juergens Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-450	Closed	-$18K	–	353
2018 Q3	$18K	Hold	450	–	–	0.01%	378
2018 Q2	$18K	Buy	+450	New	+$18.4K	0.02%	343
2018 Q1	–	Sell	-504	Closed	-$19K	–	351
2017 Q4	$19K	Buy	+504	New	+$19K	0.02%	353

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Kiley Juergens Wealth Management's IYE Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares US Energy ETF (IYE) in Q4 2018, closing a stake of 450 shares — an estimated $18K sold.

Kiley Juergens Wealth Management first reported a position in IYE in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares US Energy ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 450 iShares US Energy ETF shares in Q4 2018, an estimated $18K.
Kiley Juergens Wealth Management first reported a position in iShares US Energy ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares US Energy ETF position peaked at $19K in Q4 2017.
184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.