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

Starfire 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
2020
Q2 		$471K Sell
23,572
-589
-2% -$11.5K 0.22% 102
2020
Q1 		$369K Buy
24,161
+7,446
+45% +$188K 0.2% 103
2019
Q4 		$536K Sell
16,715
-860
-5% -$27.2K 0.2% 98
2019
Q3 		$558K Buy
17,575
+8
+0% +$260 0.23% 93
2019
Q2 		$604K Buy
17,567
+7
+0% +$243 0.27% 84
2019
Q1 		$632K Sell
17,560
-147
-0.8% -$5.14K 0.29% 79
2018
Q4 		$551K Buy
+17,707
New +$651K 0.3% 82
2017
Q2 		– Sell
-37,468
Closed -$1.45M – 128
2017
Q1 		$1.45M Sell
37,468
-2,825
-7% -$112K 0.78% 34
2016
Q4 		$1.67M Buy
40,293
+750
+2% +$29.9K 0.96% 28
2016
Q3 		$1.54M Buy
+39,543
New +$1.51M 0.91% 30
2016
Q2 		– Sell
-38,943
Closed -$1.35M – 149
2016
Q1 		$1.35M Buy
38,943
+281
+0.7% +$9.16K 0.89% 30
2015
Q4 		$1.31M Buy
38,662
+11,691
+43% +$432K 0.9% 30
2015
Q3 		$926K Hold
26,971
– – 0.68% 38
2015
Q2 		$1.14M Sell
26,971
-1,315
-5% -$59K 0.76% 35
2015
Q1 		$1.23M Buy
+28,286
New +$1.24M 0.81% 33

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return

Starfire Investment Advisers's IYE Position: Q2 2020 in Review

Starfire Investment Advisers reduced its iShares US Energy ETF (IYE) stake by 2.4% in Q2 2020, selling an estimated $11.5K and leaving 23,572 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #102.

Starfire Investment Advisers first reported a position in IYE in Q1 2015 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2016. 160 funds tracked by Wall St. Rank hold IYE as of Q2 2020.

  • Starfire Investment Advisers held 23,572 shares of iShares US Energy ETF worth $471K as of Q2 2020.
  • Starfire Investment Advisers sold 589 iShares US Energy ETF shares in Q2 2020, an estimated $11.5K.
  • iShares US Energy ETF made up 0.22% of Starfire Investment Advisers's portfolio in Q2 2020, its #102 holding.
  • Starfire Investment Advisers first reported a position in iShares US Energy ETF in Q1 2015 and has held it in 15 quarters since.
  • Starfire Investment Advisers's iShares US Energy ETF position peaked at $1.67M in Q4 2016.
  • 160 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.