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

Schroder Investment Management 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
-473,246
Closed -$19.9M – 1206
2015
Q2 		$19.9M Buy
+473,246
New +$21.2M 0.04% 472

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group's IYE Position: Q3 2015 in Review

Schroder Investment Management Group sold out of iShares US Energy ETF (IYE) in Q3 2015, closing a stake of 473,246 shares — an estimated $19.9M sold.

Schroder Investment Management Group first reported a position in IYE in Q2 2015 and held it in 1 quarter. The position peaked at $19.9M in Q2 2015. 127 funds tracked by Wall St. Rank hold IYE as of Q3 2015.

  • Schroder Investment Management Group reported no remaining iShares US Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Schroder Investment Management Group sold 473,246 iShares US Energy ETF shares in Q3 2015, an estimated $19.9M.
  • Schroder Investment Management Group first reported a position in iShares US Energy ETF in Q2 2015 and held it in 1 quarter.
  • Schroder Investment Management Group's iShares US Energy ETF position peaked at $19.9M in Q2 2015.
  • 127 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2015.

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