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Snow Capital Management’s iShares US Energy ETF IYE Stock Holding History

Snow Capital Management’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
-15,091
Closed -$598K – 143
2017
Q4 		$598K Buy
+15,091
New +$568K 0.03% 110

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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

Snow Capital Management's IYE Position: Q1 2018 in Review

Snow Capital Management sold out of iShares US Energy ETF (IYE) in Q1 2018, closing a stake of 15,091 shares — an estimated $598K sold.

Snow Capital Management first reported a position in IYE in Q4 2017 and held it in 1 quarter. The position peaked at $598K in Q4 2017. 188 funds tracked by Wall St. Rank hold IYE as of Q1 2018.

  • Snow Capital Management reported no remaining iShares US Energy ETF position as of Q1 2018 after selling out during the quarter.
  • Snow Capital Management sold 15,091 iShares US Energy ETF shares in Q1 2018, an estimated $598K.
  • Snow Capital Management first reported a position in iShares US Energy ETF in Q4 2017 and held it in 1 quarter.
  • Snow Capital Management's iShares US Energy ETF position peaked at $598K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2018.

Based on Snow Capital Management's 13F filing for Q1 2018, filed 14 May 2018.