RIG
IYE icon

RiverFront Investment Group’s iShares US Energy ETF IYE Stock Holding History

RiverFront Investment 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
2015
Q3 		– Sell
-1,322,853
Closed -$56.1M – 82
2015
Q2 		$56.1M Buy
1,322,853
+27,218
+2% +$1.22M 1.54% 21
2015
Q1 		$56.5M Buy
+1,295,635
New +$56.8M 1.59% 17

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RiverFront Investment Group's IYE Position: Q3 2015 in Review

RiverFront Investment Group sold out of iShares US Energy ETF (IYE) in Q3 2015, closing a stake of 1,322,853 shares — an estimated $56.1M sold.

RiverFront Investment Group first reported a position in IYE in Q1 2015 and held it in 2 quarters. The position peaked at $56.5M in Q1 2015. 127 funds tracked by Wall St. Rank hold IYE as of Q3 2015.

  • RiverFront Investment Group reported no remaining iShares US Energy ETF position as of Q3 2015 after selling out during the quarter.
  • RiverFront Investment Group sold 1,322,853 iShares US Energy ETF shares in Q3 2015, an estimated $56.1M.
  • RiverFront Investment Group first reported a position in iShares US Energy ETF in Q1 2015 and held it in 2 quarters.
  • RiverFront Investment Group's iShares US Energy ETF position peaked at $56.5M in Q1 2015.
  • 127 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2015.

Based on RiverFront Investment Group's 13F filing for Q3 2015, filed 10 Nov 2015.