1834 Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

1834 Investment Advisors’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-274	Closed	-$15K	–	422
2019 Q4	$15K	Buy	274 +116	+73%	+$6.01K	﹤0.01%	348
2019 Q3	$8K	Buy	+158	New	+$8.16K	﹤0.01%	400
2019 Q2	–	Sell	-88	Closed	-$5K	–	443
2019 Q1	$5K	Buy	+88	New	+$5.06K	﹤0.01%	376
2018 Q4	–	Sell	-416	Closed	-$32K	–	409
2018 Q3	$32K	Hold	416	–	–	﹤0.01%	306
2018 Q2	$31K	Buy	+416	New	+$29.7K	﹤0.01%	307

Other funds holding IEO

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1834 Investment Advisors's IEO Position: Q1 2020 in Review

1834 Investment Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2020, closing a stake of 274 shares — an estimated $15K sold.

1834 Investment Advisors first reported a position in IEO in Q2 2018 and held it in 5 quarters. The position peaked at $32K in Q3 2018. 73 funds tracked by Wall St. Rank hold IEO as of Q1 2020.

1834 Investment Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 274 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2020, an estimated $15K.
1834 Investment Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 5 quarters.
1834 Investment Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $32K in Q3 2018.
73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.