MGIA
IYE icon

Moneta Group Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-138
Closed -$5K – 516
2018
Q1 		$5K Buy
+138
New +$5.35K ﹤0.01% 511

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Moneta Group Investment Advisors's IYE Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of iShares US Energy ETF (IYE) in Q2 2018, closing a stake of 138 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in IYE in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 195 funds tracked by Wall St. Rank hold IYE as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares US Energy ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 138 iShares US Energy ETF shares in Q2 2018, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in iShares US Energy ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares US Energy ETF position peaked at $5K in Q1 2018.
  • 195 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.