Regions Financial Corp’s iShares US Energy ETF IYE Stock Holding History

Regions Financial Corp’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	-500	Closed	-$21K	–	2029
2018 Q2	$21K	Hold	500	–	–	﹤0.01%	1451
2018 Q1	$18K	Buy	+500	New	+$19.4K	﹤0.01%	1501

Other funds holding IYE

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

ANTB

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Regions Financial Corp's IYE Position: Q3 2018 in Review

Regions Financial Corp sold out of iShares US Energy ETF (IYE) in Q3 2018, closing a stake of 500 shares — an estimated $21K sold.

Regions Financial Corp first reported a position in IYE in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2018. 195 funds tracked by Wall St. Rank hold IYE as of Q3 2018.

Regions Financial Corp reported no remaining iShares US Energy ETF position as of Q3 2018 after selling out during the quarter.
Regions Financial Corp sold 500 iShares US Energy ETF shares in Q3 2018, an estimated $21K.
Regions Financial Corp first reported a position in iShares US Energy ETF in Q1 2018 and held it in 2 quarters.
Regions Financial Corp's iShares US Energy ETF position peaked at $21K in Q2 2018.
195 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2018.

Based on Regions Financial Corp's 13F filing for Q3 2018, filed 22 Oct 2018.