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Parcion Private Wealth’s iShares US Energy ETF IYE Stock Holding History

Parcion Private 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
2020
Q1 		– Sell
-30,366
Closed -$975K – 210
2019
Q4 		$975K Buy
+30,366
New +$959K 0.21% 75

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

Parcion Private Wealth's IYE Position: Q1 2020 in Review

Parcion Private Wealth sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 30,366 shares — an estimated $975K sold.

Parcion Private Wealth first reported a position in IYE in Q4 2019 and held it in 1 quarter. The position peaked at $975K in Q4 2019. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Parcion Private Wealth reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Parcion Private Wealth sold 30,366 iShares US Energy ETF shares in Q1 2020, an estimated $975K.
  • Parcion Private Wealth first reported a position in iShares US Energy ETF in Q4 2019 and held it in 1 quarter.
  • Parcion Private Wealth's iShares US Energy ETF position peaked at $975K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Parcion Private Wealth's 13F filing for Q1 2020, filed 29 Apr 2020.