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Blue Bell Private Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Blue Bell Private Wealth Management’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
2017
Q4 		– Sell
-100
Closed -$4K – 232
2017
Q3 		$4K Sell
100
-100
-50% -$3.29K ﹤0.01% 208
2017
Q2 		$7K Hold
200
– – ﹤0.01% 194
2017
Q1 		$8K Hold
200
– – ﹤0.01% 191
2016
Q4 		$10K Sell
200
-300
-60% -$12.6K 0.01% 198
2016
Q3 		$20K Sell
500
-100
-17% -$3.79K 0.01% 294
2016
Q2 		$24K Hold
600
– – 0.02% 268
2016
Q1 		$21K Sell
600
-300
-33% -$9.87K 0.01% 290
2015
Q4 		$32K Sell
900
-750
-45% -$29.7K 0.02% 258
2015
Q3 		$60K Hold
1,650
– – 0.04% 197
2015
Q2 		$79K Sell
1,650
-175
-10% -$8.94K 0.05% 166
2015
Q1 		$85K Sell
1,825
-100
-5% -$4.75K 0.05% 160
2014
Q4 		$96K Sell
1,925
-975
-34% -$54.8K 0.06% 160
2014
Q3 		$192K Buy
2,900
+1,000
+53% +$72.6K 0.12% 107
2014
Q2 		$147K Buy
+1,900
New +$135K 0.09% 120

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Bell Private Wealth Management's IEZ Position: Q4 2017 in Review

Blue Bell Private Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2017, closing a stake of 100 shares — an estimated $4K sold.

Blue Bell Private Wealth Management first reported a position in IEZ in Q2 2014 and held it in 14 quarters. The position peaked at $192K in Q3 2014. 65 funds tracked by Wall St. Rank hold IEZ as of Q4 2017.

  • Blue Bell Private Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 100 iShares US Oil Equipment & Services ETF shares in Q4 2017, an estimated $4K.
  • Blue Bell Private Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2014 and held it in 14 quarters.
  • Blue Bell Private Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $192K in Q3 2014.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2017.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.