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Mosaic Family Wealth’s iShares US Energy ETF IYE Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-343
Closed -$14K – 664
2018
Q2 		$14K Buy
+343
New +$14K 0.01% 500

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mosaic Family Wealth's IYE Position: Q3 2018 in Review

Mosaic Family Wealth sold out of iShares US Energy ETF (IYE) in Q3 2018, closing a stake of 343 shares — an estimated $14K sold.

Mosaic Family Wealth first reported a position in IYE in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 196 funds tracked by Wall St. Rank hold IYE as of Q3 2018.

  • Mosaic Family Wealth reported no remaining iShares US Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 343 iShares US Energy ETF shares in Q3 2018, an estimated $14K.
  • Mosaic Family Wealth first reported a position in iShares US Energy ETF in Q2 2018 and held it in 1 quarter.
  • Mosaic Family Wealth's iShares US Energy ETF position peaked at $14K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.