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Modera Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Modera 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
2016
Q2 		– Sell
-5,814
Closed -$202K – 114
2016
Q1 		$202K Buy
+5,814
New +$190K 0.07% 103

Other funds holding IYE

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Modera Wealth Management's IYE Position: Q2 2016 in Review

Modera Wealth Management sold out of iShares US Energy ETF (IYE) in Q2 2016, closing a stake of 5,814 shares — an estimated $202K sold.

Modera Wealth Management first reported a position in IYE in Q1 2016 and held it in 1 quarter. The position peaked at $202K in Q1 2016. 172 funds tracked by Wall St. Rank hold IYE as of Q2 2016.

  • Modera Wealth Management reported no remaining iShares US Energy ETF position as of Q2 2016 after selling out during the quarter.
  • Modera Wealth Management sold 5,814 iShares US Energy ETF shares in Q2 2016, an estimated $202K.
  • Modera Wealth Management first reported a position in iShares US Energy ETF in Q1 2016 and held it in 1 quarter.
  • Modera Wealth Management's iShares US Energy ETF position peaked at $202K in Q1 2016.
  • 172 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2016.

Based on Modera Wealth Management's 13F filing for Q2 2016, filed 9 Aug 2016.