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Avitas Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Avitas Wealth Management’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
2018
Q4 		– Sell
-2,681
Closed -$204K – 165
2018
Q3 		$204K Buy
+2,681
New +$199K 0.06% 154

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AF
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Avitas Wealth Management's IEO Position: Q4 2018 in Review

Avitas Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2018, closing a stake of 2,681 shares — an estimated $204K sold.

Avitas Wealth Management first reported a position in IEO in Q3 2018 and held it in 1 quarter. The position peaked at $204K in Q3 2018. 92 funds tracked by Wall St. Rank hold IEO as of Q4 2018.

  • Avitas Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 2,681 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $204K.
  • Avitas Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2018 and held it in 1 quarter.
  • Avitas Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $204K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.