Asset Planning Services (Pennsylvania)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-125	Closed	-$2K	–	159
2019 Q3	$2K	Hold	125	–	–	﹤0.01%	252
2019 Q2	$3K	Hold	125	–	–	﹤0.01%	240
2019 Q1	$3K	Hold	125	–	–	﹤0.01%	239
2018 Q4	$3K	Hold	125	–	–	﹤0.01%	241
2018 Q3	$4K	Hold	125	–	–	﹤0.01%	240
2018 Q2	$5K	Hold	125	–	–	﹤0.01%	227
2018 Q1	$4K	Hold	125	–	–	﹤0.01%	238
2017 Q4	$4K	Hold	125	–	–	﹤0.01%	242
2017 Q3	$4K	Hold	125	–	–	﹤0.01%	266
2017 Q2	$4K	Hold	125	–	–	﹤0.01%	266
2017 Q1	$5K	Hold	125	–	–	﹤0.01%	255
2016 Q4	$6K	Hold	125	–	–	﹤0.01%	225
2016 Q3	$5K	Hold	125	–	–	﹤0.01%	226
2016 Q2	$5K	Hold	125	–	–	﹤0.01%	234
2016 Q1	$4K	Hold	125	–	–	﹤0.01%	230
2015 Q4	$4K	Hold	125	–	–	﹤0.01%	204
2015 Q3	$5K	Hold	125	–	–	0.01%	191
2015 Q2	$6K	Buy	+125	New	+$6.39K	0.01%	201

Other funds holding IEZ

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

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

FBA

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

BCM

Blume Capital Management Berkeley, California $588M AUM 29.16% 1-Year Est. Return

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

VCAM

Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return

OAM

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

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

Asset Planning Services (Pennsylvania)'s IEZ Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2019, closing a stake of 125 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in IEZ in Q2 2015 and held it in 18 quarters. The position peaked at $6K in Q4 2016. 49 funds tracked by Wall St. Rank hold IEZ as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 125 iShares US Oil Equipment & Services ETF shares in Q4 2019, an estimated $2K.
Asset Planning Services (Pennsylvania) first reported a position in iShares US Oil Equipment & Services ETF in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s iShares US Oil Equipment & Services ETF position peaked at $6K in Q4 2016.
49 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.