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Osborn Williams & Donohoe’s iShares US Energy ETF IYE Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		– Sell
-7,081
Closed -$227K – 285
2019
Q4 		$227K Sell
7,081
-7,000
-50% -$221K 0.02% 294
2019
Q3 		$447K Sell
14,081
-75
-0.5% -$2.44K 0.05% 230
2019
Q2 		$487K Sell
14,156
-1,140
-7% -$39.6K 0.05% 231
2019
Q1 		$561K Buy
+15,296
New +$535K 0.06% 233

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osborn Williams & Donohoe's IYE Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 7,081 shares — an estimated $227K sold.

Osborn Williams & Donohoe first reported a position in IYE in Q1 2019 and held it in 4 quarters. The position peaked at $561K in Q1 2019. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 7,081 iShares US Energy ETF shares in Q1 2020, an estimated $227K.
  • Osborn Williams & Donohoe first reported a position in iShares US Energy ETF in Q1 2019 and held it in 4 quarters.
  • Osborn Williams & Donohoe's iShares US Energy ETF position peaked at $561K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.