RCYC
IPW

Richard C. Young & Co’s SPDR S&P International Energy Sector IPW Stock Holding History

Richard C. Young & Co’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-158,747
Closed -$3.27M – 79
2014
Q4 		$3.27M Buy
+158,747
New +$3.58M 0.69% 51

Other funds holding IPW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Richard C. Young & Co's IPW Position: Q1 2015 in Review

Richard C. Young & Co sold out of SPDR S&P International Energy Sector (IPW) in Q1 2015, closing a stake of 158,747 shares — an estimated $3.27M sold.

Richard C. Young & Co first reported a position in IPW in Q4 2014 and held it in 1 quarter. The position peaked at $3.27M in Q4 2014. 18 funds tracked by Wall St. Rank hold IPW as of Q1 2015.

  • Richard C. Young & Co reported no remaining SPDR S&P International Energy Sector position as of Q1 2015 after selling out during the quarter.
  • Richard C. Young & Co sold 158,747 SPDR S&P International Energy Sector shares in Q1 2015, an estimated $3.27M.
  • Richard C. Young & Co first reported a position in SPDR S&P International Energy Sector in Q4 2014 and held it in 1 quarter.
  • Richard C. Young & Co's SPDR S&P International Energy Sector position peaked at $3.27M in Q4 2014.
  • 18 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q1 2015.

Based on Richard C. Young & Co's 13F filing for Q1 2015, filed 12 May 2015.