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Winslow Evans & Crocker’s iShares US Energy ETF IYE Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$6K Buy
+300
New +$5.51K ﹤0.01% 1048
2019
Q4 		– Sell
-280
Closed -$10K – 1151
2019
Q3 		$10K Hold
280
– – ﹤0.01% 814
2019
Q2 		$10K Hold
280
– – ﹤0.01% 826
2019
Q1 		$12K Hold
280
– – ﹤0.01% 775
2018
Q4 		$10K Hold
280
– – ﹤0.01% 772
2018
Q3 		$12K Hold
280
– – ﹤0.01% 768
2018
Q2 		$12K Hold
280
– – ﹤0.01% 772
2018
Q1 		$10.4K Hold
280
– – ﹤0.01% 778
2017
Q4 		$11.1K Sell
280
-130
-32% -$4.9K ﹤0.01% 789
2017
Q3 		$15.3K Sell
410
-1,182
-74% -$42K 0.01% 726
2017
Q2 		$56.5K Sell
1,592
-674
-30% -$24.9K 0.02% 533
2017
Q1 		$87.3K Sell
2,266
-6,192
-73% -$246K 0.03% 437
2016
Q4 		$351K Buy
8,458
+374
+5% +$14.9K 0.11% 188
2016
Q3 		$315K Sell
8,084
-406
-5% -$15.5K 0.09% 226
2016
Q2 		$326K Sell
8,490
-219
-3% -$8.11K 0.1% 200
2016
Q1 		$303K Sell
8,709
-841
-9% -$27.4K 0.09% 202
2015
Q4 		$323K Sell
9,550
-2,682
-22% -$99.1K 0.09% 214
2015
Q3 		$420K Sell
12,232
-15,362
-56% -$581K 0.13% 158
2015
Q2 		$1.17M Buy
27,594
+14,866
+117% +$667K 0.33% 63
2015
Q1 		$555K Sell
12,728
-1,334
-9% -$58.5K 0.16% 147
2014
Q4 		$630K Sell
14,062
-18,110
-56% -$854K 0.18% 127
2014
Q3 		$1.66M Buy
32,172
+458
+1% +$25.2K 0.48% 48
2014
Q2 		$1.8M Sell
31,714
-12,359
-28% -$666K 0.6% 41
2014
Q1 		$2.25M Buy
44,073
+9,716
+28% +$478K 0.77% 31
2013
Q4 		$1.74M Buy
+34,357
New +$1.68M 0.59% 41

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's IYE Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares US Energy ETF (IYE) in Q4 2020: 300 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IYE as recently as Q3 2019.

Winslow Evans & Crocker first reported a position in IYE in Q4 2013 and has held it in 25 quarters since. The position peaked at $2.25M in Q1 2014. 176 funds tracked by Wall St. Rank hold IYE as of Q4 2020.

  • Winslow Evans & Crocker held 300 shares of iShares US Energy ETF worth $6K as of Q4 2020.
  • iShares US Energy ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares US Energy ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1048 holding.
  • Winslow Evans & Crocker first reported a position in iShares US Energy ETF in Q4 2013 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's iShares US Energy ETF position peaked at $2.25M in Q1 2014.
  • 176 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.