Pinnacle Family Advisors’s iShares US Energy ETF IYE Stock Holding History

Pinnacle Family 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 Q2	–	Sell	-26,730	Closed	-$988K	–	68
2018 Q1	$988K	Buy	+26,730	New	+$1.04M	0.56%	30
2017 Q2	–	Sell	-22,195	Closed	-$855K	–	75
2017 Q1	$855K	Buy	+22,195	New	+$883K	0.53%	33

Other funds holding IYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

ANTB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinnacle Family Advisors's IYE Position: Q2 2018 in Review

Pinnacle Family Advisors sold out of iShares US Energy ETF (IYE) in Q2 2018, closing a stake of 26,730 shares — an estimated $988K sold.

Pinnacle Family Advisors first reported a position in IYE in Q1 2017 and held it in 2 quarters. The position peaked at $988K in Q1 2018. 195 funds tracked by Wall St. Rank hold IYE as of Q2 2018.

Pinnacle Family Advisors reported no remaining iShares US Energy ETF position as of Q2 2018 after selling out during the quarter.
Pinnacle Family Advisors sold 26,730 iShares US Energy ETF shares in Q2 2018, an estimated $988K.
Pinnacle Family Advisors first reported a position in iShares US Energy ETF in Q1 2017 and held it in 2 quarters.
Pinnacle Family Advisors's iShares US Energy ETF position peaked at $988K in Q1 2018.
195 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2018.

Based on Pinnacle Family Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.