Laird Norton Wetherby Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Laird Norton Wetherby 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 Q1	–	Sell	-1,343	Closed	-$53K	–	667
2017 Q4	$53K	Buy	1,343 +22	+2%	+$829	0.01%	645
2017 Q3	$49K	Buy	+1,321	New	+$47K	0.01%	619
2015 Q3	–	Sell	-2,446	Closed	-$104K	–	472
2015 Q2	$104K	Buy	+2,446	New	+$110K	0.03%	465

Other funds holding IYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ANTB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IYE Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of iShares US Energy ETF (IYE) in Q1 2018, closing a stake of 1,343 shares — an estimated $53K sold.

Laird Norton Wetherby Wealth Management first reported a position in IYE in Q2 2015 and held it in 3 quarters. The position peaked at $104K in Q2 2015. 188 funds tracked by Wall St. Rank hold IYE as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining iShares US Energy ETF position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,343 iShares US Energy ETF shares in Q1 2018, an estimated $53K.
Laird Norton Wetherby Wealth Management first reported a position in iShares US Energy ETF in Q2 2015 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's iShares US Energy ETF position peaked at $104K in Q2 2015.
188 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.