1834 Investment Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-9,560	Closed	-$241K	–	444
2019 Q1	$241K	Sell	9,560 -33,915	-78%	-$835K	0.04%	179
2018 Q4	$888K	Buy	+43,475	New	+$1.23M	0.15%	96
2013 Q3	–	Sell	-28,774	Closed	-$1.63M	–	151
2013 Q2	$1.63M	Buy	+28,774	New	+$1.64M	0.56%	60

Other funds holding IEZ

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

BRM

Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return

1834 Investment Advisors's IEZ Position: Q2 2019 in Review

1834 Investment Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2019, closing a stake of 9,560 shares — an estimated $241K sold.

1834 Investment Advisors first reported a position in IEZ in Q2 2013 and held it in 3 quarters. The position peaked at $1.63M in Q2 2013. 55 funds tracked by Wall St. Rank hold IEZ as of Q2 2019.

1834 Investment Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2019 after selling out during the quarter.
1834 Investment Advisors sold 9,560 iShares US Oil Equipment & Services ETF shares in Q2 2019, an estimated $241K.
1834 Investment Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 3 quarters.
1834 Investment Advisors's iShares US Oil Equipment & Services ETF position peaked at $1.63M in Q2 2013.
55 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.