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Stuart Chaussee & Associates’s iShares US Energy ETF IYE Stock Holding History

Stuart Chaussee & Associates’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
2017
Q1 		– Sell
-7,615
Closed -$316K – 82
2016
Q4 		$316K Buy
+7,615
New +$304K 0.24% 13

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stuart Chaussee & Associates's IYE Position: Q1 2017 in Review

Stuart Chaussee & Associates sold out of iShares US Energy ETF (IYE) in Q1 2017, closing a stake of 7,615 shares — an estimated $316K sold.

Stuart Chaussee & Associates first reported a position in IYE in Q4 2016 and held it in 1 quarter. The position peaked at $316K in Q4 2016. 167 funds tracked by Wall St. Rank hold IYE as of Q1 2017.

  • Stuart Chaussee & Associates reported no remaining iShares US Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 7,615 iShares US Energy ETF shares in Q1 2017, an estimated $316K.
  • Stuart Chaussee & Associates first reported a position in iShares US Energy ETF in Q4 2016 and held it in 1 quarter.
  • Stuart Chaussee & Associates's iShares US Energy ETF position peaked at $316K in Q4 2016.
  • 167 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2017, filed 8 May 2017.