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Bellwether Investment Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-230
Closed -$15K – 861
2016
Q4 		$15K Buy
+230
New +$14.4K 0.01% 532
2016
Q2 		$13K Buy
+230
New +$12.9K 0.01% 375

Other funds holding IEO

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Investment Group's IEO Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2017, closing a stake of 230 shares — an estimated $15K sold.

Bellwether Investment Group first reported a position in IEO in Q2 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 81 funds tracked by Wall St. Rank hold IEO as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 230 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2017, an estimated $15K.
  • Bellwether Investment Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $15K in Q4 2016.
  • 81 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.