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Patten Group’s iShares US Energy ETF IYE Stock Holding History

Patten Group’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
2017
Q2 		– Sell
-1,525
Closed -$59K – 657
2017
Q1 		$59K Hold
1,525
– – 0.03% 299
2016
Q4 		$62K Hold
1,525
– – 0.03% 287
2016
Q3 		$59.1K Hold
1,525
– – 0.03% 294
2016
Q2 		$58.5K Hold
1,525
– – 0.03% 294
2016
Q1 		$53K Hold
1,525
– – 0.03% 304
2015
Q4 		$51.6K Hold
1,525
– – 0.02% 307
2015
Q3 		$52.3K Hold
1,525
– – 0.03% 278
2015
Q2 		$64.6K Buy
+1,525
New +$68.4K 0.03% 266
2015
Q1 		– Sell
-1,525
Closed -$68K – 215
2014
Q4 		$68K Buy
+1,525
New +$71.9K 0.03% 194

Other funds holding IYE

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten Group's IYE Position: Q2 2017 in Review

Patten Group sold out of iShares US Energy ETF (IYE) in Q2 2017, closing a stake of 1,525 shares — an estimated $59K sold.

Patten Group first reported a position in IYE in Q4 2014 and held it in 9 quarters. The position peaked at $68K in Q4 2014. 158 funds tracked by Wall St. Rank hold IYE as of Q2 2017.

  • Patten Group reported no remaining iShares US Energy ETF position as of Q2 2017 after selling out during the quarter.
  • Patten Group sold 1,525 iShares US Energy ETF shares in Q2 2017, an estimated $59K.
  • Patten Group first reported a position in iShares US Energy ETF in Q4 2014 and held it in 9 quarters.
  • Patten Group's iShares US Energy ETF position peaked at $68K in Q4 2014.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.