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BB&T Securities’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

BB&T Securities’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
Q4 		– Sell
-83,003
Closed -$2.96M – 1541
2018
Q3 		$2.96M Buy
83,003
+104
+0.1% +$3.69K 0.03% 508
2018
Q2 		$3.03M Buy
+82,899
New +$3.04M 0.03% 492

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BB&T Securities's IEZ Position: Q4 2018 in Review

BB&T Securities sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 83,003 shares — an estimated $2.96M sold.

BB&T Securities first reported a position in IEZ in Q2 2018 and held it in 2 quarters. The position peaked at $3.03M in Q2 2018. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • BB&T Securities reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • BB&T Securities sold 83,003 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $2.96M.
  • BB&T Securities first reported a position in iShares US Oil Equipment & Services ETF in Q2 2018 and held it in 2 quarters.
  • BB&T Securities's iShares US Oil Equipment & Services ETF position peaked at $3.03M in Q2 2018.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on BB&T Securities's 13F filing for Q4 2018, filed 4 Feb 2019.