NEXT Financial Holdings’s iShares US Energy ETF IYE Stock Holding History

NEXT Financial Holdings’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 Q1	$21K	Buy	+575	New	+$20.1K	0.01%	955

Other funds holding IYE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

NEXT Financial Holdings's IYE Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Energy ETF (IYE) in Q1 2019: 575 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #955 among its holdings.

190 funds tracked by Wall St. Rank hold IYE as of Q1 2019.

NEXT Financial Holdings held 575 shares of iShares US Energy ETF worth $21K as of Q1 2019.
iShares US Energy ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Energy ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #955 holding.
190 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.