Axa
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Axa’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Axa’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
Q3 		– Sell
-3,500
Closed -$135K – 1269
2016
Q2 		$135K Sell
3,500
-170
-5% -$6.38K ﹤0.01% 1212
2016
Q1 		$131K Buy
3,670
+500
+16% +$16.4K ﹤0.01% 1186
2015
Q4 		$113K Hold
3,170
– – ﹤0.01% 1234
2015
Q3 		$115K Buy
3,170
+920
+41% +$38.2K ﹤0.01% 1274
2015
Q2 		$108K Hold
2,250
– – ﹤0.01% 1281
2015
Q1 		$106K Hold
2,250
– – ﹤0.01% 1307
2014
Q4 		$112K Hold
2,250
– – ﹤0.01% 1311
2014
Q3 		$149K Hold
2,250
– – ﹤0.01% 1260
2014
Q2 		$174K Hold
2,250
– – ﹤0.01% 1253
2014
Q1 		$154K Buy
2,250
+200
+10% +$12.8K ﹤0.01% 1247
2013
Q4 		$133K Buy
+2,050
New +$133K ﹤0.01% 1252

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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

Axa's IEZ Position: Q3 2016 in Review

Axa sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2016, closing a stake of 3,500 shares — an estimated $135K sold.

Axa first reported a position in IEZ in Q4 2013 and held it in 11 quarters. The position peaked at $174K in Q2 2014. 67 funds tracked by Wall St. Rank hold IEZ as of Q3 2016.

  • Axa reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2016 after selling out during the quarter.
  • Axa sold 3,500 iShares US Oil Equipment & Services ETF shares in Q3 2016, an estimated $135K.
  • Axa first reported a position in iShares US Oil Equipment & Services ETF in Q4 2013 and held it in 11 quarters.
  • Axa's iShares US Oil Equipment & Services ETF position peaked at $174K in Q2 2014.
  • 67 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2016.

Based on Axa's 13F filing for Q3 2016, filed 10 Nov 2016.