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

Bartlett & Co 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
2019
Q3 		– Sell
-1,940
Closed -$109K – 907
2019
Q2 		$109K Buy
+1,940
New +$110K ﹤0.01% 321

Other funds holding IEO

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Bartlett & Co Wealth Management's IEO Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2019, closing a stake of 1,940 shares — an estimated $109K sold.

Bartlett & Co Wealth Management first reported a position in IEO in Q2 2019 and held it in 1 quarter. The position peaked at $109K in Q2 2019. 83 funds tracked by Wall St. Rank hold IEO as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,940 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2019, an estimated $109K.
  • Bartlett & Co Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $109K in Q2 2019.
  • 83 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.