Chevy Chase Trust
IEZ icon

Chevy Chase Trust’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Chevy Chase Trust’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
2016
Q4 		– Sell
-136
Closed -$5K – 667
2016
Q3 		$5K Hold
136
– – ﹤0.01% 655
2016
Q2 		$5K Hold
136
– – ﹤0.01% 653
2016
Q1 		$5K Buy
+136
New +$4.47K ﹤0.01% 656
2015
Q3 		– Sell
-136
Closed -$7K – 662
2015
Q2 		$7K Hold
136
– – ﹤0.01% 672
2015
Q1 		$6K Hold
136
– – ﹤0.01% 675
2014
Q4 		$7K Hold
136
– – ﹤0.01% 703
2014
Q3 		$9K Hold
136
– – ﹤0.01% 698
2014
Q2 		$11K Buy
+136
New +$9.69K ﹤0.01% 691

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Chevy Chase Trust's IEZ Position: Q4 2016 in Review

Chevy Chase Trust sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2016, closing a stake of 136 shares — an estimated $5K sold.

Chevy Chase Trust first reported a position in IEZ in Q2 2014 and held it in 8 quarters. The position peaked at $11K in Q2 2014. 76 funds tracked by Wall St. Rank hold IEZ as of Q4 2016.

  • Chevy Chase Trust reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2016 after selling out during the quarter.
  • Chevy Chase Trust sold 136 iShares US Oil Equipment & Services ETF shares in Q4 2016, an estimated $5K.
  • Chevy Chase Trust first reported a position in iShares US Oil Equipment & Services ETF in Q2 2014 and held it in 8 quarters.
  • Chevy Chase Trust's iShares US Oil Equipment & Services ETF position peaked at $11K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2016.

Based on Chevy Chase Trust's 13F filing for Q4 2016, filed 9 Jan 2017.