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SevenBridge Financial Group’s iShares US Energy ETF IYE Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-175
Closed -$6K – 365
2019
Q2 		$6K Buy
+175
New +$6.08K ﹤0.01% 503

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SevenBridge Financial Group's IYE Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares US Energy ETF (IYE) in Q3 2019, closing a stake of 175 shares — an estimated $6K sold.

SevenBridge Financial Group first reported a position in IYE in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 158 funds tracked by Wall St. Rank hold IYE as of Q3 2019.

  • SevenBridge Financial Group reported no remaining iShares US Energy ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 175 iShares US Energy ETF shares in Q3 2019, an estimated $6K.
  • SevenBridge Financial Group first reported a position in iShares US Energy ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's iShares US Energy ETF position peaked at $6K in Q2 2019.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.