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Regal Wealth Group’s iShares US Energy ETF IYE Stock Holding History

Regal Wealth Group’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
Q3 		– Sell
-450
Closed -$19K – 170
2018
Q2 		$19K Hold
450
– – 0.02% 109
2018
Q1 		$17K Hold
450
– – 0.01% 112
2017
Q4 		$18K Buy
+450
New +$16.9K 0.01% 108

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 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

Regal Wealth Group's IYE Position: Q3 2018 in Review

Regal Wealth Group sold out of iShares US Energy ETF (IYE) in Q3 2018, closing a stake of 450 shares — an estimated $19K sold.

Regal Wealth Group first reported a position in IYE in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 196 funds tracked by Wall St. Rank hold IYE as of Q3 2018.

  • Regal Wealth Group reported no remaining iShares US Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Regal Wealth Group sold 450 iShares US Energy ETF shares in Q3 2018, an estimated $19K.
  • Regal Wealth Group first reported a position in iShares US Energy ETF in Q4 2017 and held it in 3 quarters.
  • Regal Wealth Group's iShares US Energy ETF position peaked at $19K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2018.

Based on Regal Wealth Group's 13F filing for Q3 2018, filed 16 Oct 2018.