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Stillwater Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Stillwater Capital Advisors’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
2019
Q2 		– Sell
-23,923
Closed -$862K – 77
2019
Q1 		$862K Buy
23,923
+178
+0.7% +$6.23K 0.19% 63
2018
Q4 		$740K Buy
+23,745
New +$873K 0.18% 61
2017
Q3 		– Sell
-47,538
Closed -$1.69M – 76
2017
Q2 		$1.69M Sell
47,538
-16,663
-26% -$615K 0.43% 44
2017
Q1 		$2.47M Sell
64,201
-28,764
-31% -$1.14M 0.66% 36
2016
Q4 		$3.86M Buy
92,965
+18,504
+25% +$738K 1.03% 32
2016
Q3 		$2.9M Buy
74,461
+2,716
+4% +$104K 0.85% 32
2016
Q2 		$2.75M Buy
71,745
+12,938
+22% +$479K 0.82% 33
2016
Q1 		$2.04M Buy
58,807
+8,812
+18% +$287K 0.6% 34
2015
Q4 		$1.69M Sell
49,995
-20,251
-29% -$749K 0.52% 39
2015
Q3 		$2.41M Sell
70,246
-12,268
-15% -$464K 0.82% 32
2015
Q2 		$3.5M Sell
82,514
-955
-1% -$42.8K 1.01% 36
2015
Q1 		$3.64M Buy
83,469
+17,083
+26% +$749K 1.11% 34
2014
Q4 		$2.98M Buy
66,386
+24,024
+57% +$1.13M 0.89% 35
2014
Q3 		$2.18M Buy
42,362
+4,239
+11% +$233K 0.73% 35
2014
Q2 		$2.17M Buy
38,123
+835
+2% +$45K 0.74% 35
2014
Q1 		$1.9M Buy
37,288
+3,858
+12% +$190K 0.69% 35
2013
Q4 		$1.69M Buy
33,430
+8,407
+34% +$412K 0.65% 34
2013
Q3 		$1.18M Sell
25,023
-4,855
-16% -$227K 0.7% 33
2013
Q2 		$1.33M Buy
+29,878
New +$1.35M 0.82% 29

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stillwater Capital Advisors's IYE Position: Q2 2019 in Review

Stillwater Capital Advisors sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 23,923 shares — an estimated $862K sold.

Stillwater Capital Advisors first reported a position in IYE in Q2 2013 and held it in 19 quarters. The position peaked at $3.86M in Q4 2016. 179 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

  • Stillwater Capital Advisors reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
  • Stillwater Capital Advisors sold 23,923 iShares US Energy ETF shares in Q2 2019, an estimated $862K.
  • Stillwater Capital Advisors first reported a position in iShares US Energy ETF in Q2 2013 and held it in 19 quarters.
  • Stillwater Capital Advisors's iShares US Energy ETF position peaked at $3.86M in Q4 2016.
  • 179 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

Based on Stillwater Capital Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.