TCG Advisors’s iShares US Energy ETF IYE Stock Holding History

TCG 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	-569	Closed	-$21K	–	516
2019 Q1	$21K	Buy	+569	New	+$19.9K	0.02%	217

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

TCG Advisors's IYE Position: Q2 2019 in Review

TCG Advisors sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 569 shares — an estimated $21K sold.

TCG Advisors first reported a position in IYE in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 179 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

TCG Advisors reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
TCG Advisors sold 569 iShares US Energy ETF shares in Q2 2019, an estimated $21K.
TCG Advisors first reported a position in iShares US Energy ETF in Q1 2019 and held it in 1 quarter.
TCG Advisors's iShares US Energy ETF position peaked at $21K in Q1 2019.
179 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

Based on TCG Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.