Chevy Chase Trust
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Chevy Chase Trust’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Chevy Chase Trust’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-806
Closed -$42K – 678
2018
Q4 		$42K Buy
+806
New +$51K ﹤0.01% 696

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WAS
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AF
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Chevy Chase Trust's IEO Position: Q1 2019 in Review

Chevy Chase Trust sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2019, closing a stake of 806 shares — an estimated $42K sold.

Chevy Chase Trust first reported a position in IEO in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 89 funds tracked by Wall St. Rank hold IEO as of Q1 2019.

  • Chevy Chase Trust reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 806 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2019, an estimated $42K.
  • Chevy Chase Trust first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2018 and held it in 1 quarter.
  • Chevy Chase Trust's iShares US Oil & Gas Exploration & Production ETF position peaked at $42K in Q4 2018.
  • 89 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.