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Strategic Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Strategic Wealth Management’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 		– Sell
-38,500
Closed -$1.73M – 50
2014
Q4 		$1.73M Buy
+38,500
New +$1.82M 1.68% 15

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

Strategic Wealth Management's IYE Position: Q1 2015 in Review

Strategic Wealth Management sold out of iShares US Energy ETF (IYE) in Q1 2015, closing a stake of 38,500 shares — an estimated $1.73M sold.

Strategic Wealth Management first reported a position in IYE in Q4 2014 and held it in 1 quarter. The position peaked at $1.73M in Q4 2014. 139 funds tracked by Wall St. Rank hold IYE as of Q1 2015.

  • Strategic Wealth Management reported no remaining iShares US Energy ETF position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 38,500 iShares US Energy ETF shares in Q1 2015, an estimated $1.73M.
  • Strategic Wealth Management first reported a position in iShares US Energy ETF in Q4 2014 and held it in 1 quarter.
  • Strategic Wealth Management's iShares US Energy ETF position peaked at $1.73M in Q4 2014.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.