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Accuvest Global Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Accuvest Global 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
2014
Q3 		– Sell
-17,000
Closed -$1.65M – 78
2014
Q2 		$1.65M Sell
17,000
-123,925
-88% -$11.4M 0.51% 34
2014
Q1 		$12M Buy
+140,925
New +$11.5M 3.12% 10

Other funds holding IEO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Accuvest Global Advisors's IEO Position: Q3 2014 in Review

Accuvest Global Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2014, closing a stake of 17,000 shares — an estimated $1.65M sold.

Accuvest Global Advisors first reported a position in IEO in Q1 2014 and held it in 2 quarters. The position peaked at $12M in Q1 2014. 85 funds tracked by Wall St. Rank hold IEO as of Q3 2014.

  • Accuvest Global Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 17,000 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2014, an estimated $1.65M.
  • Accuvest Global Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2014 and held it in 2 quarters.
  • Accuvest Global Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $12M in Q1 2014.
  • 85 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2014.

Based on Accuvest Global Advisors's 13F filing for Q3 2014, filed 8 Oct 2014.