Manchester Capital Management’s iShares US Energy ETF IYE Stock Holding History

Manchester Capital 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
2019 Q3	–	Sell	-160	Closed	-$6K	–	536
2019 Q2	$6K	Hold	160	–	–	﹤0.01%	517
2019 Q1	$6K	Buy	+160	New	+$5.6K	﹤0.01%	597
2014 Q4	–	Sell	-75	Closed	-$4K	–	1125
2014 Q3	$4K	Hold	75	–	–	﹤0.01%	1028
2014 Q2	$4K	Hold	75	–	–	﹤0.01%	1028
2014 Q1	$4K	Hold	75	–	–	﹤0.01%	926
2013 Q4	$4K	Hold	75	–	–	﹤0.01%	859
2013 Q3	$4K	Hold	75	–	–	﹤0.01%	915
2013 Q2	$3K	Buy	+75	New	+$3.39K	﹤0.01%	934

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manchester Capital Management's IYE Position: Q3 2019 in Review

Manchester Capital Management sold out of iShares US Energy ETF (IYE) in Q3 2019, closing a stake of 160 shares — an estimated $6K sold.

Manchester Capital Management first reported a position in IYE in Q2 2013 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 158 funds tracked by Wall St. Rank hold IYE as of Q3 2019.

Manchester Capital Management reported no remaining iShares US Energy ETF position as of Q3 2019 after selling out during the quarter.
Manchester Capital Management sold 160 iShares US Energy ETF shares in Q3 2019, an estimated $6K.
Manchester Capital Management first reported a position in iShares US Energy ETF in Q2 2013 and held it in 8 quarters.
Manchester Capital Management's iShares US Energy ETF position peaked at $6K in Q2 2019.
158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2019.

Based on Manchester Capital Management's 13F filing for Q3 2019, filed 4 Nov 2019.