Watson Rebecca’s iShares US Energy ETF IYE Stock Holding History

Watson Rebecca’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
2020 Q3	–	Sell	-250	Closed	-$5K	–	225
2020 Q2	$5K	Buy	+250	New	+$4.9K	﹤0.01%	299

Other funds holding IYE

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

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

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

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

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

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

WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

Watson Rebecca's IYE Position: Q3 2020 in Review

Watson Rebecca sold out of iShares US Energy ETF (IYE) in Q3 2020, closing a stake of 250 shares — an estimated $5K sold.

Watson Rebecca first reported a position in IYE in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 152 funds tracked by Wall St. Rank hold IYE as of Q3 2020.

Watson Rebecca reported no remaining iShares US Energy ETF position as of Q3 2020 after selling out during the quarter.
Watson Rebecca sold 250 iShares US Energy ETF shares in Q3 2020, an estimated $5K.
Watson Rebecca first reported a position in iShares US Energy ETF in Q2 2020 and held it in 1 quarter.
Watson Rebecca's iShares US Energy ETF position peaked at $5K in Q2 2020.
152 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.