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Richard C. Young & Co’s iShares US Energy ETF IYE Stock Holding History

Richard C. Young & Co’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
Q1 		– Sell
-77,577
Closed -$2.42M – 75
2018
Q4 		$2.42M Buy
+77,577
New +$2.85M 0.52% 52

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Richard C. Young & Co's IYE Position: Q1 2019 in Review

Richard C. Young & Co sold out of iShares US Energy ETF (IYE) in Q1 2019, closing a stake of 77,577 shares — an estimated $2.42M sold.

Richard C. Young & Co first reported a position in IYE in Q4 2018 and held it in 1 quarter. The position peaked at $2.42M in Q4 2018. 190 funds tracked by Wall St. Rank hold IYE as of Q1 2019.

  • Richard C. Young & Co reported no remaining iShares US Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Richard C. Young & Co sold 77,577 iShares US Energy ETF shares in Q1 2019, an estimated $2.42M.
  • Richard C. Young & Co first reported a position in iShares US Energy ETF in Q4 2018 and held it in 1 quarter.
  • Richard C. Young & Co's iShares US Energy ETF position peaked at $2.42M in Q4 2018.
  • 190 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2019.

Based on Richard C. Young & Co's 13F filing for Q1 2019, filed 9 May 2019.