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Bray Capital Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Bray Capital Advisors’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
Q1 		– Sell
-535
Closed -$11K – 370
2018
Q4 		$11K Buy
+535
New +$15.1K 0.01% 251

Other funds holding IEZ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

Bray Capital Advisors's IEZ Position: Q1 2019 in Review

Bray Capital Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2019, closing a stake of 535 shares — an estimated $11K sold.

Bray Capital Advisors first reported a position in IEZ in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 70 funds tracked by Wall St. Rank hold IEZ as of Q1 2019.

  • Bray Capital Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2019 after selling out during the quarter.
  • Bray Capital Advisors sold 535 iShares US Oil Equipment & Services ETF shares in Q1 2019, an estimated $11K.
  • Bray Capital Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2018 and held it in 1 quarter.
  • Bray Capital Advisors's iShares US Oil Equipment & Services ETF position peaked at $11K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2019.

Based on Bray Capital Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.