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Pointe Capital Management’s iShares US Energy ETF IYE Stock Holding History

Pointe Capital Management’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
Q1 		– Sell
-40,293
Closed -$1.67M – 190
2016
Q4 		$1.67M Buy
+40,293
New +$1.61M 0.96% 28

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pointe Capital Management's IYE Position: Q1 2017 in Review

Pointe Capital Management sold out of iShares US Energy ETF (IYE) in Q1 2017, closing a stake of 40,293 shares — an estimated $1.67M sold.

Pointe Capital Management first reported a position in IYE in Q4 2016 and held it in 1 quarter. The position peaked at $1.67M in Q4 2016. 167 funds tracked by Wall St. Rank hold IYE as of Q1 2017.

  • Pointe Capital Management reported no remaining iShares US Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 40,293 iShares US Energy ETF shares in Q1 2017, an estimated $1.67M.
  • Pointe Capital Management first reported a position in iShares US Energy ETF in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's iShares US Energy ETF position peaked at $1.67M in Q4 2016.
  • 167 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.