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Bruderman Asset Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Bruderman Asset 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
Q2 		– Sell
-43,249
Closed -$1.82M – 361
2017
Q1 		$1.82M Buy
43,249
+2,412
+6% +$107K 0.53% 48
2016
Q4 		$1.86M Buy
+40,837
New +$1.72M 0.56% 45

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

Bruderman Asset Management's IEZ Position: Q2 2017 in Review

Bruderman Asset Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2017, closing a stake of 43,249 shares — an estimated $1.82M sold.

Bruderman Asset Management first reported a position in IEZ in Q4 2016 and held it in 2 quarters. The position peaked at $1.86M in Q4 2016. 69 funds tracked by Wall St. Rank hold IEZ as of Q2 2017.

  • Bruderman Asset Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 43,249 iShares US Oil Equipment & Services ETF shares in Q2 2017, an estimated $1.82M.
  • Bruderman Asset Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2016 and held it in 2 quarters.
  • Bruderman Asset Management's iShares US Oil Equipment & Services ETF position peaked at $1.86M in Q4 2016.
  • 69 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2017.

Based on Bruderman Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.