Peachtree Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Peachtree Investment Advisors’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 Q4	$207K	Buy	+6,650	New	+$244K	0.16%	72
2017 Q3	–	Sell	-5,832	Closed	-$207K	–	79
2017 Q2	$207K	Sell	5,832 -2,100	-26%	-$77.5K	0.18%	79
2017 Q1	$306K	Sell	7,932 -2,250	-22%	-$89.5K	0.28%	74
2016 Q4	$423K	Buy	10,182 +305	+3%	+$12.2K	0.42%	58
2016 Q3	$385K	Buy	9,877 +275	+3%	+$10.5K	0.38%	60
2016 Q2	$368K	Buy	9,602 +1,020	+12%	+$37.8K	0.37%	65
2016 Q1	$298K	Buy	8,582 +587	+7%	+$19.1K	0.3%	77
2015 Q4	$271K	Sell	7,995 -1,200	-13%	-$44.4K	0.28%	80
2015 Q3	$316K	Buy	9,195 +635	+7%	+$24K	0.33%	82
2015 Q2	$363K	Buy	8,560 +3,170	+59%	+$142K	0.27%	92
2015 Q1	$235K	Buy	5,390 +4,990	+1,248%	+$219K	0.17%	118
2014 Q4	$18K	Hold	400	–	–	0.01%	263
2014 Q3	$21K	Buy	+400	New	+$22K	0.01%	267

Other funds holding IYE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Peachtree Investment Advisors's IYE Position: Q4 2018 in Review

Peachtree Investment Advisors opened a new position in iShares US Energy ETF (IYE) in Q4 2018: 6,650 shares worth $207K. The stake represents 0.16% of the portfolio and ranks #72 among its holdings. This is a return to the name: Peachtree Investment Advisors previously reported a position in IYE as recently as Q2 2017.

Peachtree Investment Advisors first reported a position in IYE in Q3 2014 and has held it in 13 quarters since. The position peaked at $423K in Q4 2016. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

Peachtree Investment Advisors held 6,650 shares of iShares US Energy ETF worth $207K as of Q4 2018.
iShares US Energy ETF was a new Peachtree Investment Advisors position in Q4 2018.
iShares US Energy ETF made up 0.16% of Peachtree Investment Advisors's portfolio in Q4 2018, its #72 holding.
Peachtree Investment Advisors first reported a position in iShares US Energy ETF in Q3 2014 and has held it in 13 quarters since.
Peachtree Investment Advisors's iShares US Energy ETF position peaked at $423K in Q4 2016.
184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.