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Personal Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

Personal Wealth Partners’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
-100
Closed -$3K – 324
2019
Q4 		$3K Hold
100
– – ﹤0.01% 317
2019
Q3 		$3K Sell
100
-6,059
-98% -$197K ﹤0.01% 320
2019
Q2 		$532K Hold
6,159
– – 0.25% 33
2019
Q1 		$531K Sell
6,159
-26,332
-81% -$922K 0.28% 32
2018
Q4 		$1.38M Buy
+32,491
New +$1.19M 0.86% 12

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

Personal Wealth Partners's IYE Position: Q1 2020 in Review

Personal Wealth Partners sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 100 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in IYE in Q4 2018 and held it in 5 quarters. The position peaked at $1.38M in Q4 2018. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

  • Personal Wealth Partners reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 100 iShares US Energy ETF shares in Q1 2020, an estimated $3K.
  • Personal Wealth Partners first reported a position in iShares US Energy ETF in Q4 2018 and held it in 5 quarters.
  • Personal Wealth Partners's iShares US Energy ETF position peaked at $1.38M in Q4 2018.
  • 159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.