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QCI Asset Management’s iShares US Energy ETF IYE Stock Holding History

QCI Asset 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
2016
Q4 		– Sell
-1,400
Closed -$55K – 538
2016
Q3 		$55K Hold
1,400
– – 0.01% 199
2016
Q2 		$54K Hold
1,400
– – 0.01% 203
2016
Q1 		$49K Hold
1,400
– – 0.01% 203
2015
Q4 		$47K Hold
1,400
– – 0.01% 199
2015
Q3 		$48K Buy
+1,400
New +$52.9K 0.01% 204

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

QCI Asset Management's IYE Position: Q4 2016 in Review

QCI Asset Management sold out of iShares US Energy ETF (IYE) in Q4 2016, closing a stake of 1,400 shares — an estimated $55K sold.

QCI Asset Management first reported a position in IYE in Q3 2015 and held it in 5 quarters. The position peaked at $55K in Q3 2016. 180 funds tracked by Wall St. Rank hold IYE as of Q4 2016.

  • QCI Asset Management reported no remaining iShares US Energy ETF position as of Q4 2016 after selling out during the quarter.
  • QCI Asset Management sold 1,400 iShares US Energy ETF shares in Q4 2016, an estimated $55K.
  • QCI Asset Management first reported a position in iShares US Energy ETF in Q3 2015 and held it in 5 quarters.
  • QCI Asset Management's iShares US Energy ETF position peaked at $55K in Q3 2016.
  • 180 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2016.

Based on QCI Asset Management's 13F filing for Q4 2016, filed 10 Feb 2017.