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

WESPAC 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
2018
Q4 		– Sell
-69,702
Closed -$2.92M – 143
2018
Q3 		$2.92M Buy
69,702
+9,944
+17% +$411K 1.71% 13
2018
Q2 		$2.51M Buy
59,758
+10,301
+21% +$421K 2.59% 4
2018
Q1 		$1.83M Buy
+49,457
New +$1.92M 1.12% 32

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

WESPAC Advisors's IYE Position: Q4 2018 in Review

WESPAC Advisors sold out of iShares US Energy ETF (IYE) in Q4 2018, closing a stake of 69,702 shares — an estimated $2.92M sold.

WESPAC Advisors first reported a position in IYE in Q1 2018 and held it in 3 quarters. The position peaked at $2.92M in Q3 2018. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

  • WESPAC Advisors reported no remaining iShares US Energy ETF position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors sold 69,702 iShares US Energy ETF shares in Q4 2018, an estimated $2.92M.
  • WESPAC Advisors first reported a position in iShares US Energy ETF in Q1 2018 and held it in 3 quarters.
  • WESPAC Advisors's iShares US Energy ETF position peaked at $2.92M in Q3 2018.
  • 184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

Based on WESPAC Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.