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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
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Stock index based on fund manager consensus updated each quarter
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SCG
Sonata Capital Group’s
iShares US Energy ETF
IYE
Stock Holding History
Sonata Capital Group’s Portfolio
IYE Stock Details
IYE Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
2017
Q1
$205K
Hold
2016
Q4
$221K
Hold
2016
Q3
$208K
Hold
2016
Q2
$204K
Sell
2016
Q1
$203K
Buy
2015
Q4
–
Sell
2015
Q3
$200K
Hold
2015
Q2
$247K
Sell
2015
Q1
$267K
Sell
2014
Q4
$299K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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