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Simply Money Advisors’s iShares US Energy ETF IYE Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-985
Closed -$44K – 244
2013
Q2 		$44K Buy
+985
New +$44.5K 0.01% 72

Other funds holding IYE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Simply Money Advisors's IYE Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares US Energy ETF (IYE) in Q3 2013, closing a stake of 985 shares — an estimated $44K sold.

Simply Money Advisors first reported a position in IYE in Q2 2013 and held it in 1 quarter. The position peaked at $44K in Q2 2013. 107 funds tracked by Wall St. Rank hold IYE as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares US Energy ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 985 iShares US Energy ETF shares in Q3 2013, an estimated $44K.
  • Simply Money Advisors first reported a position in iShares US Energy ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares US Energy ETF position peaked at $44K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.