CA
IEZ icon

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

Cetera 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
Q2 		– Sell
-3,772
Closed -$95K – 1096
2019
Q1 		$95K Buy
+3,772
New +$92.9K ﹤0.01% 901

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
BRM
Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return

Cetera Advisors's IEZ Position: Q2 2019 in Review

Cetera Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2019, closing a stake of 3,772 shares — an estimated $95K sold.

Cetera Advisors first reported a position in IEZ in Q1 2019 and held it in 1 quarter. The position peaked at $95K in Q1 2019. 55 funds tracked by Wall St. Rank hold IEZ as of Q2 2019.

  • Cetera Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 3,772 iShares US Oil Equipment & Services ETF shares in Q2 2019, an estimated $95K.
  • Cetera Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2019 and held it in 1 quarter.
  • Cetera Advisors's iShares US Oil Equipment & Services ETF position peaked at $95K in Q1 2019.
  • 55 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.