Rehmann Capital Advisory Group’s iShares US Energy ETF IYE Stock Holding History

Rehmann Capital Advisory 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
2019 Q3	–	Sell	-3,728	Closed	-$128K	–	1927
2019 Q2	$128K	Hold	3,728	–	–	0.02%	541
2019 Q1	$134K	Buy	+3,728	New	+$130K	0.02%	512
2018 Q4	–	Sell	-6,500	Closed	-$273K	–	2001
2018 Q3	$273K	Hold	6,500	–	–	0.04%	323
2018 Q2	$273K	Hold	6,500	–	–	0.04%	309
2018 Q1	$240K	Hold	6,500	–	–	0.04%	327
2017 Q4	$258K	Hold	6,500	–	–	0.04%	317
2017 Q3	$243K	Buy	+6,500	New	+$231K	0.04%	314
2017 Q2	–	Sell	-6,500	Closed	-$251K	–	395
2017 Q1	$251K	Hold	6,500	–	–	0.04%	311
2016 Q4	$270K	Sell	6,500 -70	-1%	-$2.79K	0.05%	288
2016 Q3	$256K	Hold	6,570	–	–	0.05%	288
2016 Q2	$252K	Sell	6,570 -728	-10%	-$27K	0.05%	294
2016 Q1	$254K	Buy	+7,298	New	+$238K	0.05%	277

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rehmann Capital Advisory Group's IYE Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares US Energy ETF (IYE) in Q3 2019, closing a stake of 3,728 shares — an estimated $128K sold.

Rehmann Capital Advisory Group first reported a position in IYE in Q1 2016 and held it in 12 quarters. The position peaked at $273K in Q3 2018. 158 funds tracked by Wall St. Rank hold IYE as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares US Energy ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 3,728 iShares US Energy ETF shares in Q3 2019, an estimated $128K.
Rehmann Capital Advisory Group first reported a position in iShares US Energy ETF in Q1 2016 and held it in 12 quarters.
Rehmann Capital Advisory Group's iShares US Energy ETF position peaked at $273K in Q3 2018.
158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.