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Brick & Kyle Associates’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Brick & Kyle Associates’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
Q2 		– Sell
-100
Closed -$4K – 206
2017
Q1 		$4K Hold
100
– – ﹤0.01% 382
2016
Q4 		$5K Hold
100
– – ﹤0.01% 380
2016
Q3 		$4K Hold
100
– – ﹤0.01% 387
2016
Q2 		$4K Hold
100
– – ﹤0.01% 393
2016
Q1 		$4K Hold
100
– – ﹤0.01% 387
2015
Q4 		$4K Hold
100
– – ﹤0.01% 382
2015
Q3 		$4K Hold
100
– – ﹤0.01% 389
2015
Q2 		$5K Hold
100
– – ﹤0.01% 410
2015
Q1 		$5K Hold
100
– – ﹤0.01% 414
2014
Q4 		$5K Buy
+100
New +$5.62K ﹤0.01% 390

Other funds holding IEZ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Citadel Advisors
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

Brick & Kyle Associates's IEZ Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2017, closing a stake of 100 shares — an estimated $4K sold.

Brick & Kyle Associates first reported a position in IEZ in Q4 2014 and held it in 10 quarters. The position peaked at $5K in Q4 2016. 69 funds tracked by Wall St. Rank hold IEZ as of Q2 2017.

  • Brick & Kyle Associates reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 100 iShares US Oil Equipment & Services ETF shares in Q2 2017, an estimated $4K.
  • Brick & Kyle Associates first reported a position in iShares US Oil Equipment & Services ETF in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's iShares US Oil Equipment & Services ETF position peaked at $5K in Q4 2016.
  • 69 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.