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KMS Financial Services’s iShares US Energy ETF IYE Stock Holding History

KMS Financial Services’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
-4,704
Closed -$267K – 559
2014
Q2 		$267K Sell
4,704
-863
-16% -$46.5K 0.04% 414
2014
Q1 		$284K Buy
5,567
+1,342
+32% +$66K 0.04% 395
2013
Q4 		$213K Sell
4,225
-949
-18% -$46.5K 0.04% 456
2013
Q3 		$243K Buy
5,174
+608
+13% +$28.5K 0.06% 347
2013
Q2 		$205K Buy
+4,566
New +$206K 0.06% 334

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 $374B AUM 17.66% 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

KMS Financial Services's IYE Position: Q3 2014 in Review

KMS Financial Services sold out of iShares US Energy ETF (IYE) in Q3 2014, closing a stake of 4,704 shares — an estimated $267K sold.

KMS Financial Services first reported a position in IYE in Q2 2013 and held it in 5 quarters. The position peaked at $284K in Q1 2014. 122 funds tracked by Wall St. Rank hold IYE as of Q3 2014.

  • KMS Financial Services reported no remaining iShares US Energy ETF position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 4,704 iShares US Energy ETF shares in Q3 2014, an estimated $267K.
  • KMS Financial Services first reported a position in iShares US Energy ETF in Q2 2013 and held it in 5 quarters.
  • KMS Financial Services's iShares US Energy ETF position peaked at $284K in Q1 2014.
  • 122 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.