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Squar Milner Financial Services’s iShares US Energy ETF IYE Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-3,513
Closed -$147K – 816
2018
Q2 		$147K Buy
+3,513
New +$144K 0.13% 200

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Squar Milner Financial Services's IYE Position: Q3 2018 in Review

Squar Milner Financial Services sold out of iShares US Energy ETF (IYE) in Q3 2018, closing a stake of 3,513 shares — an estimated $147K sold.

Squar Milner Financial Services first reported a position in IYE in Q2 2018 and held it in 1 quarter. The position peaked at $147K in Q2 2018. 196 funds tracked by Wall St. Rank hold IYE as of Q3 2018.

  • Squar Milner Financial Services reported no remaining iShares US Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,513 iShares US Energy ETF shares in Q3 2018, an estimated $147K.
  • Squar Milner Financial Services first reported a position in iShares US Energy ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares US Energy ETF position peaked at $147K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.