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

WFG 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
2017
Q2 		$22K Buy
615
+48
+8% +$1.77K 0.01% 924
2017
Q1 		$22K Buy
567
+91
+19% +$3.62K 0.01% 862
2016
Q4 		$20K Buy
476
+216
+83% +$8.61K ﹤0.01% 939
2016
Q3 		$10K Sell
260
-1
-0.4% -$38 ﹤0.01% 1124
2016
Q2 		$10K Buy
261
+2
+0.8% +$74 ﹤0.01% 1095
2016
Q1 		$9K Buy
259
+101
+64% +$3.29K ﹤0.01% 1077
2015
Q4 		$5K Buy
158
+3
+2% +$111 ﹤0.01% 1227
2015
Q3 		$5K Sell
155
-256
-62% -$9.68K ﹤0.01% 1260
2015
Q2 		$17K Buy
411
+203
+98% +$9.1K ﹤0.01% 1033
2015
Q1 		$9K Sell
208
-1,553
-88% -$68.1K ﹤0.01% 1234
2014
Q4 		$79K Buy
1,761
+51
+3% +$2.4K 0.02% 715
2014
Q3 		$88K Sell
1,710
-423
-20% -$23.3K 0.02% 710
2014
Q2 		$121K Sell
2,133
-307
-13% -$16.6K 0.02% 591
2014
Q1 		$124K Sell
2,440
-109,669
-98% -$5.39M 0.02% 569
2013
Q4 		$5.66M Buy
112,109
+8,784
+9% +$431K 0.81% 18
2013
Q3 		$4.87M Buy
103,325
+24,014
+30% +$1.12M 0.75% 18
2013
Q2 		$3.53M Buy
+79,311
New +$3.58M 0.59% 29

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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's IYE Position: Q2 2017 in Review

WFG Advisors increased its iShares US Energy ETF (IYE) stake by 8.5% in Q2 2017, buying an estimated $1.77K and bringing the position to 615 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #924.

WFG Advisors first reported a position in IYE in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.66M in Q4 2013. 158 funds tracked by Wall St. Rank hold IYE as of Q2 2017.

  • WFG Advisors held 615 shares of iShares US Energy ETF worth $22K as of Q2 2017.
  • WFG Advisors bought 48 iShares US Energy ETF shares in Q2 2017, an estimated $1.77K.
  • iShares US Energy ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #924 holding.
  • WFG Advisors first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares US Energy ETF position peaked at $5.66M in Q4 2013.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.