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

US 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
2016 Q2	–	Sell	-301	Closed	-$10K	–	216
2016 Q1	$10K	Sell	301 -1,594	-84%	-$52K	0.02%	212
2015 Q4	$64K	Hold	1,895	–	–	0.06%	122
2015 Q3	$65K	Hold	1,895	–	–	0.11%	92
2015 Q2	$80K	Hold	1,895	–	–	0.08%	79
2015 Q1	$83K	Sell	1,895 -1,152	-38%	-$50.5K	0.08%	78
2014 Q4	$137K	Buy	+3,047	New	+$144K	0.12%	61

Other funds holding IYE

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

US Financial Advisors's IYE Position: Q2 2016 in Review

US Financial Advisors sold out of iShares US Energy ETF (IYE) in Q2 2016, closing a stake of 301 shares — an estimated $10K sold.

US Financial Advisors first reported a position in IYE in Q4 2014 and held it in 6 quarters. The position peaked at $137K in Q4 2014. 172 funds tracked by Wall St. Rank hold IYE as of Q2 2016.

US Financial Advisors reported no remaining iShares US Energy ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 301 iShares US Energy ETF shares in Q2 2016, an estimated $10K.
US Financial Advisors first reported a position in iShares US Energy ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's iShares US Energy ETF position peaked at $137K in Q4 2014.
172 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.