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Pettyjohn Wood & White’s iShares US Energy ETF IYE Stock Holding History

Pettyjohn Wood & White’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
2015
Q3 		– Sell
-5,533
Closed -$234K – 128
2015
Q2 		$234K Buy
5,533
+51
+0.9% +$2.29K 0.1% 117
2015
Q1 		$239K Buy
+5,482
New +$240K 0.1% 118

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pettyjohn Wood & White's IYE Position: Q3 2015 in Review

Pettyjohn Wood & White sold out of iShares US Energy ETF (IYE) in Q3 2015, closing a stake of 5,533 shares — an estimated $234K sold.

Pettyjohn Wood & White first reported a position in IYE in Q1 2015 and held it in 2 quarters. The position peaked at $239K in Q1 2015. 127 funds tracked by Wall St. Rank hold IYE as of Q3 2015.

  • Pettyjohn Wood & White reported no remaining iShares US Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Pettyjohn Wood & White sold 5,533 iShares US Energy ETF shares in Q3 2015, an estimated $234K.
  • Pettyjohn Wood & White first reported a position in iShares US Energy ETF in Q1 2015 and held it in 2 quarters.
  • Pettyjohn Wood & White's iShares US Energy ETF position peaked at $239K in Q1 2015.
  • 127 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2015.

Based on Pettyjohn Wood & White's 13F filing for Q3 2015, filed 6 Nov 2015.