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Bright Rock Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Bright Rock Capital 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
2018
Q4 		– Sell
-140,000
Closed -$5M – 78
2018
Q3 		$5M Buy
+140,000
New +$4.97M 1.63% 26
2015
Q4 		– Sell
-220,000
Closed -$8M – 94
2015
Q3 		$8M Buy
+220,000
New +$9.15M 3.21% 1

Other funds holding IEZ

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PVH
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bright Rock Capital Management's IEZ Position: Q4 2018 in Review

Bright Rock Capital Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 140,000 shares — an estimated $5M sold.

Bright Rock Capital Management first reported a position in IEZ in Q3 2015 and held it in 2 quarters. The position peaked at $8M in Q3 2015. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • Bright Rock Capital Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Bright Rock Capital Management sold 140,000 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $5M.
  • Bright Rock Capital Management first reported a position in iShares US Oil Equipment & Services ETF in Q3 2015 and held it in 2 quarters.
  • Bright Rock Capital Management's iShares US Oil Equipment & Services ETF position peaked at $8M in Q3 2015.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on Bright Rock Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.