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Stancorp Investment Advisers’s iShares US Energy ETF IYE Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$15K Buy
355
+2
+0.6% +$88 0.01% 408
2014
Q4 		$16K Buy
+353
New +$16.6K 0.01% 374

Other funds holding IYE

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stancorp Investment Advisers's IYE Position: Q1 2015 in Review

Stancorp Investment Advisers increased its iShares US Energy ETF (IYE) stake by 0.57% in Q1 2015, buying an estimated $88 and bringing the position to 355 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #408.

Stancorp Investment Advisers first reported a position in IYE in Q4 2014 and has held it in 2 quarters since. The position peaked at $16K in Q4 2014. 139 funds tracked by Wall St. Rank hold IYE as of Q1 2015.

  • Stancorp Investment Advisers held 355 shares of iShares US Energy ETF worth $15K as of Q1 2015.
  • Stancorp Investment Advisers bought 2 iShares US Energy ETF shares in Q1 2015, an estimated $88.
  • iShares US Energy ETF made up 0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #408 holding.
  • Stancorp Investment Advisers first reported a position in iShares US Energy ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares US Energy ETF position peaked at $16K in Q4 2014.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.