MCM
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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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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.