RPg Family Wealth Advisory’s iShares US Energy ETF IYE Stock Holding History

RPg Family Wealth Advisory’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	-277	Closed	-$11K	–	267
2017 Q4	$11K	Hold	277	–	–	0.01%	262
2017 Q3	$10.4K	Buy	+277	New	+$9.85K	0.01%	269
2017 Q2	–	Sell	-277	Closed	-$10.7K	–	307
2017 Q1	$10.7K	Buy	+277	New	+$11K	0.01%	256

Other funds holding IYE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RPg Family Wealth Advisory's IYE Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of iShares US Energy ETF (IYE) in Q1 2018, closing a stake of 277 shares — an estimated $11K sold.

RPg Family Wealth Advisory first reported a position in IYE in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 188 funds tracked by Wall St. Rank hold IYE as of Q1 2018.

RPg Family Wealth Advisory reported no remaining iShares US Energy ETF position as of Q1 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 277 iShares US Energy ETF shares in Q1 2018, an estimated $11K.
RPg Family Wealth Advisory first reported a position in iShares US Energy ETF in Q1 2017 and held it in 3 quarters.
RPg Family Wealth Advisory's iShares US Energy ETF position peaked at $11K in Q4 2017.
188 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.