YorkBridge Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-300	Closed	-$11K	–	862
2017 Q4	$11K	Hold	300	–	–	0.01%	619
2017 Q3	$11K	Sell	300 -660	-69%	-$23.5K	0.01%	622
2017 Q2	$35K	Hold	960	–	–	0.02%	419
2017 Q1	$35K	Hold	960	–	–	0.02%	414
2016 Q4	$38K	Buy	+960	New	+$38.3K	0.02%	394

Other funds holding IYE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

YorkBridge Wealth Partners's IYE Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of iShares US Energy ETF (IYE) in Q1 2018, closing a stake of 300 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in IYE in Q4 2016 and held it in 5 quarters. The position peaked at $38K in Q4 2016. 188 funds tracked by Wall St. Rank hold IYE as of Q1 2018.

YorkBridge Wealth Partners reported no remaining iShares US Energy ETF position as of Q1 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 300 iShares US Energy ETF shares in Q1 2018, an estimated $11K.
YorkBridge Wealth Partners first reported a position in iShares US Energy ETF in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's iShares US Energy ETF position peaked at $38K in Q4 2016.
188 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.