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

Calton & 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
2018
Q1 		– Sell
-500
Closed -$20K – 778
2017
Q4 		$20K Buy
+500
New +$16.8K 0.01% 882

Other funds holding IEZ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Calton & Associates's IEZ Position: Q1 2018 in Review

Calton & Associates sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2018, closing a stake of 500 shares — an estimated $20K sold.

Calton & Associates first reported a position in IEZ in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 65 funds tracked by Wall St. Rank hold IEZ as of Q1 2018.

  • Calton & Associates reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 500 iShares US Oil Equipment & Services ETF shares in Q1 2018, an estimated $20K.
  • Calton & Associates first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares US Oil Equipment & Services ETF position peaked at $20K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.