Wealthcare Advisory Partners’s iShares US Energy ETF IYE Stock Holding History

Wealthcare Advisory Partners’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
2018 Q4	–	Sell	-1,053	Closed	-$44K	–	1241
2018 Q3	$44K	Sell	1,053 -644	-38%	-$26.6K	0.01%	500
2018 Q2	$71K	Hold	1,697	–	–	0.01%	396
2018 Q1	$63K	Sell	1,697 -1,552	-48%	-$60.2K	0.01%	360
2017 Q4	$129K	Buy	3,249 +448	+16%	+$16.9K	0.03%	226
2017 Q3	$105K	Buy	+2,801	New	+$99.6K	0.03%	206

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealthcare Advisory Partners's IYE Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of iShares US Energy ETF (IYE) in Q4 2018, closing a stake of 1,053 shares — an estimated $44K sold.

Wealthcare Advisory Partners first reported a position in IYE in Q3 2017 and held it in 5 quarters. The position peaked at $129K in Q4 2017. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

Wealthcare Advisory Partners reported no remaining iShares US Energy ETF position as of Q4 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,053 iShares US Energy ETF shares in Q4 2018, an estimated $44K.
Wealthcare Advisory Partners first reported a position in iShares US Energy ETF in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's iShares US Energy ETF position peaked at $129K in Q4 2017.
184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.