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West Coast Financial’s iShares US Energy ETF IYE Stock Holding History

West Coast Financial’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
Q3 		– Sell
-5,733
Closed -$220K – 138
2016
Q2 		$220K Buy
+5,733
New +$212K 0.08% 103

Other funds holding IYE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

West Coast Financial's IYE Position: Q3 2016 in Review

West Coast Financial sold out of iShares US Energy ETF (IYE) in Q3 2016, closing a stake of 5,733 shares — an estimated $220K sold.

West Coast Financial first reported a position in IYE in Q2 2016 and held it in 1 quarter. The position peaked at $220K in Q2 2016. 168 funds tracked by Wall St. Rank hold IYE as of Q3 2016.

  • West Coast Financial reported no remaining iShares US Energy ETF position as of Q3 2016 after selling out during the quarter.
  • West Coast Financial sold 5,733 iShares US Energy ETF shares in Q3 2016, an estimated $220K.
  • West Coast Financial first reported a position in iShares US Energy ETF in Q2 2016 and held it in 1 quarter.
  • West Coast Financial's iShares US Energy ETF position peaked at $220K in Q2 2016.
  • 168 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2016.

Based on West Coast Financial's 13F filing for Q3 2016, filed 24 Oct 2016.