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Risk Paradigm Group’s iShares US Energy ETF IYE Stock Holding History

Risk Paradigm 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
Q1 		– Sell
-558
Closed -$22.1K – 246
2017
Q4 		$22.1K Hold
558
– – 0.02% 209
2017
Q3 		$20.9K Sell
558
-34
-6% -$1.21K 0.03% 191
2017
Q2 		$21K Sell
592
-807
-58% -$29.8K 0.02% 191
2017
Q1 		$53.9K Sell
1,399
-277
-17% -$11K 0.06% 139
2016
Q4 		$69.6K Sell
1,676
-58
-3% -$2.31K 0.08% 144
2016
Q3 		$67.6K Hold
1,734
– – 0.05% 157
2016
Q2 		$66.5K Hold
1,734
– – 0.09% 137
2016
Q1 		$60.3K Sell
1,734
-924
-35% -$30.1K 0.08% 126
2015
Q4 		$90K Buy
2,658
+413
+18% +$15.3K 0.11% 97
2015
Q3 		$77K Sell
2,245
-37,062
-94% -$1.4M 0.16% 76
2015
Q2 		$1.67M Buy
39,307
+23,516
+149% +$1.05M 1.59% 23
2015
Q1 		$688K Buy
+15,791
New +$692K 0.67% 45

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Risk Paradigm Group's IYE Position: Q1 2018 in Review

Risk Paradigm Group sold out of iShares US Energy ETF (IYE) in Q1 2018, closing a stake of 558 shares — an estimated $22.1K sold.

Risk Paradigm Group first reported a position in IYE in Q1 2015 and held it in 12 quarters. The position peaked at $1.67M in Q2 2015. 188 funds tracked by Wall St. Rank hold IYE as of Q1 2018.

  • Risk Paradigm Group reported no remaining iShares US Energy ETF position as of Q1 2018 after selling out during the quarter.
  • Risk Paradigm Group sold 558 iShares US Energy ETF shares in Q1 2018, an estimated $22.1K.
  • Risk Paradigm Group first reported a position in iShares US Energy ETF in Q1 2015 and held it in 12 quarters.
  • Risk Paradigm Group's iShares US Energy ETF position peaked at $1.67M in Q2 2015.
  • 188 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2018.

Based on Risk Paradigm Group's 13F filing for Q1 2018, filed 15 May 2018.