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Transamerica Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Transamerica Financial 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
Q3 		– Sell
-5
Closed -$1K – 323
2019
Q2 		$1K Buy
+5
New +$174 ﹤0.01% 474
2018
Q4 		– Sell
-211
Closed -$9K – 527
2018
Q3 		$9K Sell
211
-1,650
-89% -$68.3K ﹤0.01% 297
2018
Q2 		$79K Hold
1,861
– – 0.02% 211
2018
Q1 		$69K Buy
1,861
+594
+47% +$23K 0.01% 222
2017
Q4 		$51K Buy
1,267
+617
+95% +$23.2K 0.01% 235
2017
Q3 		$25K Buy
+650
New +$23.1K ﹤0.01% 250
2017
Q1 		– Sell
-25
Closed -$2K – 416
2016
Q4 		$2K Buy
+25
New +$997 ﹤0.01% 301
2016
Q3 		– Sell
-2
Closed -$1K – 429
2016
Q2 		$1K Sell
2
-1,661
-100% -$61.5K ﹤0.01% 346
2016
Q1 		$58K Sell
1,663
-895
-35% -$29.2K ﹤0.01% 353
2015
Q4 		$87K Sell
2,558
-1,286
-33% -$47.5K 0.01% 351
2015
Q3 		$132K Sell
3,844
-1,710,655
-100% -$64.7M 0.01% 309
2015
Q2 		$72.7M Sell
1,714,499
-420,309
-20% -$18.8M 5.21% 6
2015
Q1 		$93.1M Buy
2,134,808
+2,134,055
+283,407% +$93.5M 6.49% 4
2014
Q4 		$34K Sell
753
-798
-51% -$37.6K ﹤0.01% 389
2014
Q3 		$80K Sell
1,551
-871,369
-100% -$48M 0.01% 312
2014
Q2 		$49.6M Sell
872,920
-439,830
-34% -$23.7M 4.32% 6
2014
Q1 		$66.9M Buy
1,312,750
+606,560
+86% +$29.8M 6.65% 3
2013
Q4 		$35.7M Buy
706,190
+155,805
+28% +$7.64M 3.87% 10
2013
Q3 		$25.9M Buy
550,385
+168,310
+44% +$7.88M 3.36% 10
2013
Q2 		$17M Buy
+382,075
New +$17.3M 2.78% 10

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Transamerica Financial Advisors's IYE Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of iShares US Energy ETF (IYE) in Q3 2019, closing a stake of 5 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IYE in Q2 2013 and held it in 20 quarters. The position peaked at $93.1M in Q1 2015. 158 funds tracked by Wall St. Rank hold IYE as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining iShares US Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5 iShares US Energy ETF shares in Q3 2019, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares US Energy ETF in Q2 2013 and held it in 20 quarters.
  • Transamerica Financial Advisors's iShares US Energy ETF position peaked at $93.1M in Q1 2015.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.