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Kistler-Tiffany Companies’s iShares US Energy ETF IYE Stock Holding History

Kistler-Tiffany Companies’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
2020
Q3 		– Sell
-2,088
Closed -$42K – 641
2020
Q2 		$42K Sell
2,088
-803
-28% -$15.7K 0.01% 271
2020
Q1 		$93K Hold
2,891
– – 0.03% 198
2019
Q4 		$93K Hold
2,891
– – 0.03% 202
2019
Q3 		$92K Hold
2,891
– – 0.03% 202
2019
Q2 		$99K Hold
2,891
– – 0.04% 192
2019
Q1 		$104K Hold
2,891
– – 0.04% 188
2018
Q4 		$90K Hold
2,891
– – 0.04% 190
2018
Q3 		$121K Hold
2,891
– – 0.05% 169
2018
Q2 		$121K Hold
2,891
– – 0.05% 171
2018
Q1 		$107K Hold
2,891
– – 0.04% 193
2017
Q4 		$115K Hold
2,891
– – 0.05% 194
2017
Q3 		$108K Hold
2,891
– – 0.05% 193
2017
Q2 		$103K Hold
2,891
– – 0.05% 187
2017
Q1 		$111K Hold
2,891
– – 0.05% 176
2016
Q4 		$120K Hold
2,891
– – 0.06% 166
2016
Q3 		$113K Hold
2,891
– – 0.06% 175
2016
Q2 		$111K Hold
2,891
– – 0.06% 171
2016
Q1 		$101K Hold
2,891
– – 0.06% 178
2015
Q4 		$98K Sell
2,891
-1,255
-30% -$46.4K 0.05% 197
2015
Q3 		$142K Buy
4,146
+10
+0.2% +$378 0.09% 152
2015
Q2 		$175K Buy
4,136
+8
+0.2% +$359 0.11% 138
2015
Q1 		$180K Buy
4,128
+697
+20% +$30.5K 0.11% 115
2014
Q4 		$154K Buy
3,431
+3
+0.1% +$141 0.1% 126
2014
Q3 		$177K Hold
3,428
– – 0.12% 114
2014
Q2 		$195K Hold
3,428
– – 0.14% 100
2014
Q1 		$175K Hold
3,428
– – 0.13% 102
2013
Q4 		$173K Sell
3,428
-571
-14% -$28K 0.13% 103
2013
Q3 		$188K Hold
3,999
– – 0.15% 97
2013
Q2 		$178K Buy
+3,999
New +$181K 0.15% 100

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's IYE Position: Q3 2020 in Review

Kistler-Tiffany Companies sold out of iShares US Energy ETF (IYE) in Q3 2020, closing a stake of 2,088 shares — an estimated $42K sold.

Kistler-Tiffany Companies first reported a position in IYE in Q2 2013 and held it in 29 quarters. The position peaked at $195K in Q2 2014. 152 funds tracked by Wall St. Rank hold IYE as of Q3 2020.

  • Kistler-Tiffany Companies reported no remaining iShares US Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 2,088 iShares US Energy ETF shares in Q3 2020, an estimated $42K.
  • Kistler-Tiffany Companies first reported a position in iShares US Energy ETF in Q2 2013 and held it in 29 quarters.
  • Kistler-Tiffany Companies's iShares US Energy ETF position peaked at $195K in Q2 2014.
  • 152 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2020.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2020, filed 3 Nov 2020.