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

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

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.