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

Princeton 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
2018 Q4	–	Sell	-388	Closed	-$16K	–	261
2018 Q3	$16K	Buy	388 +300	+341%	+$12.4K	0.01%	217
2018 Q2	$4K	Hold	88	–	–	﹤0.01%	273
2018 Q1	$3K	Buy	+88	New	+$3.41K	﹤0.01%	272

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Princeton Capital Management's IYE Position: Q4 2018 in Review

Princeton Capital Management sold out of iShares US Energy ETF (IYE) in Q4 2018, closing a stake of 388 shares — an estimated $16K sold.

Princeton Capital Management first reported a position in IYE in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

Princeton Capital Management reported no remaining iShares US Energy ETF position as of Q4 2018 after selling out during the quarter.
Princeton Capital Management sold 388 iShares US Energy ETF shares in Q4 2018, an estimated $16K.
Princeton Capital Management first reported a position in iShares US Energy ETF in Q1 2018 and held it in 3 quarters.
Princeton Capital Management's iShares US Energy ETF position peaked at $16K in Q3 2018.
184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on Princeton Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.