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Anchor Investment Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Anchor Investment Management’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
2016
Q4 		– Sell
-40
Closed -$1.58K – 681
2016
Q3 		$1.58K Hold
40
– – ﹤0.01% 635
2016
Q2 		$1.54K Sell
40
-100
-71% -$3.75K ﹤0.01% 635
2016
Q1 		$5K Buy
+140
New +$4.61K ﹤0.01% 554

Other funds holding IEZ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Anchor Investment Management's IEZ Position: Q4 2016 in Review

Anchor Investment Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2016, closing a stake of 40 shares — an estimated $1.58K sold.

Anchor Investment Management first reported a position in IEZ in Q1 2016 and held it in 3 quarters. The position peaked at $5K in Q1 2016. 76 funds tracked by Wall St. Rank hold IEZ as of Q4 2016.

  • Anchor Investment Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2016 after selling out during the quarter.
  • Anchor Investment Management sold 40 iShares US Oil Equipment & Services ETF shares in Q4 2016, an estimated $1.58K.
  • Anchor Investment Management first reported a position in iShares US Oil Equipment & Services ETF in Q1 2016 and held it in 3 quarters.
  • Anchor Investment Management's iShares US Oil Equipment & Services ETF position peaked at $5K in Q1 2016.
  • 76 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2016.

Based on Anchor Investment Management's 13F filing for Q4 2016, filed 3 Jan 2024.