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Ashfield Capital Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Ashfield Capital Partners’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
2018
Q1 		– Sell
-5,940
Closed -$213K – 248
2017
Q4 		$213K Buy
+5,940
New +$200K 0.03% 244

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Ashfield Capital Partners's IEZ Position: Q1 2018 in Review

Ashfield Capital Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2018, closing a stake of 5,940 shares — an estimated $213K sold.

Ashfield Capital Partners first reported a position in IEZ in Q4 2017 and held it in 1 quarter. The position peaked at $213K in Q4 2017. 65 funds tracked by Wall St. Rank hold IEZ as of Q1 2018.

  • Ashfield Capital Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2018 after selling out during the quarter.
  • Ashfield Capital Partners sold 5,940 iShares US Oil Equipment & Services ETF shares in Q1 2018, an estimated $213K.
  • Ashfield Capital Partners first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 1 quarter.
  • Ashfield Capital Partners's iShares US Oil Equipment & Services ETF position peaked at $213K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2018.

Based on Ashfield Capital Partners's 13F filing for Q1 2018, filed 2 May 2018.