Sargent Bickham Lagudis’s iShares US Energy ETF IYE Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-484	Closed	-$15K	–	860
2019 Q3	$15K	Hold	484	–	–	﹤0.01%	513
2019 Q2	$17K	Hold	484	–	–	﹤0.01%	522
2019 Q1	$17K	Hold	484	–	–	﹤0.01%	538
2018 Q4	$15K	Hold	484	–	–	﹤0.01%	529
2018 Q3	$20K	Hold	484	–	–	﹤0.01%	502
2018 Q2	$20K	Sell	484 -179	-27%	-$7.31K	﹤0.01%	483
2018 Q1	$25K	Hold	663	–	–	﹤0.01%	453
2017 Q4	$26K	Sell	663 -270	-29%	-$10.2K	﹤0.01%	454
2017 Q3	$35K	Hold	933	–	–	﹤0.01%	422
2017 Q2	$33K	Hold	933	–	–	﹤0.01%	422
2017 Q1	$36K	Sell	933 -188	-17%	-$7.48K	﹤0.01%	406
2016 Q4	$47K	Sell	1,121 -118	-10%	-$4.7K	0.01%	350
2016 Q3	$48	Sell	1,239 -242	-16%	-$9.22K	0.01%	352
2016 Q2	$57K	Sell	1,481 -752	-34%	-$27.8K	0.01%	327
2016 Q1	$78K	Buy	+2,233	New	+$72.8K	0.01%	301

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sargent Bickham Lagudis's IYE Position: Q4 2019 in Review

Sargent Bickham Lagudis sold out of iShares US Energy ETF (IYE) in Q4 2019, closing a stake of 484 shares — an estimated $15K sold.

Sargent Bickham Lagudis first reported a position in IYE in Q1 2016 and held it in 15 quarters. The position peaked at $78K in Q1 2016. 178 funds tracked by Wall St. Rank hold IYE as of Q4 2019.

Sargent Bickham Lagudis reported no remaining iShares US Energy ETF position as of Q4 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 484 iShares US Energy ETF shares in Q4 2019, an estimated $15K.
Sargent Bickham Lagudis first reported a position in iShares US Energy ETF in Q1 2016 and held it in 15 quarters.
Sargent Bickham Lagudis's iShares US Energy ETF position peaked at $78K in Q1 2016.
178 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2019, filed 14 Sep 2021.