Boston Research & Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Boston Research & 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
2019 Q3	–	Sell	-35,070	Closed	-$760K	–	100
2019 Q2	$760K	Buy	35,070 +4,480	+15%	+$103K	0.31%	65
2019 Q1	$772K	Buy	30,590 +10,650	+53%	+$262K	0.32%	65
2018 Q4	$407K	Buy	+19,940	New	+$562K	0.19%	81

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Research & Management's IEZ Position: Q3 2019 in Review

Boston Research & Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2019, closing a stake of 35,070 shares — an estimated $760K sold.

Boston Research & Management first reported a position in IEZ in Q4 2018 and held it in 3 quarters. The position peaked at $772K in Q1 2019. 50 funds tracked by Wall St. Rank hold IEZ as of Q3 2019.

Boston Research & Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2019 after selling out during the quarter.
Boston Research & Management sold 35,070 iShares US Oil Equipment & Services ETF shares in Q3 2019, an estimated $760K.
Boston Research & Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2018 and held it in 3 quarters.
Boston Research & Management's iShares US Oil Equipment & Services ETF position peaked at $772K in Q1 2019.
50 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2019.

Based on Boston Research & Management's 13F filing for Q3 2019, filed 12 Nov 2019.