Webster Bank’s iShares US Energy ETF IYE Stock Holding History

Webster Bank’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
2017 Q1	–	Sell	-299	Closed	-$12K	–	584
2016 Q4	$12K	Buy	+299	New	+$11.9K	﹤0.01%	497

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

UCFA

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

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

Webster Bank's IYE Position: Q1 2017 in Review

Webster Bank sold out of iShares US Energy ETF (IYE) in Q1 2017, closing a stake of 299 shares — an estimated $12K sold.

Webster Bank first reported a position in IYE in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 167 funds tracked by Wall St. Rank hold IYE as of Q1 2017.

Webster Bank reported no remaining iShares US Energy ETF position as of Q1 2017 after selling out during the quarter.
Webster Bank sold 299 iShares US Energy ETF shares in Q1 2017, an estimated $12K.
Webster Bank first reported a position in iShares US Energy ETF in Q4 2016 and held it in 1 quarter.
Webster Bank's iShares US Energy ETF position peaked at $12K in Q4 2016.
167 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2017.

Based on Webster Bank's 13F filing for Q1 2017, filed 1 May 2017.