Clal Insurance’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Clal Insurance’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
2018 Q1	–	Sell	-31,973	Closed	-$2.08M	–	77
2017 Q4	$2.08M	Sell	31,973 -1,168,027	-97%	-$70.6M	0.05%	54
2017 Q3	$70.5M	Sell	1,200,000 -96,049	-7%	-$5.22M	1.7%	16
2017 Q2	$70.9M	Sell	1,296,049 -3,973	-0.3%	-$227K	1.41%	17
2017 Q1	$79.5M	Buy	+1,300,022	New	+$81.6M	1.62%	11

Other funds holding IEO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Clal Insurance's IEO Position: Q1 2018 in Review

Clal Insurance sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2018, closing a stake of 31,973 shares — an estimated $2.08M sold.

Clal Insurance first reported a position in IEO in Q1 2017 and held it in 4 quarters. The position peaked at $79.5M in Q1 2017. 88 funds tracked by Wall St. Rank hold IEO as of Q1 2018.

Clal Insurance reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2018 after selling out during the quarter.
Clal Insurance sold 31,973 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2018, an estimated $2.08M.
Clal Insurance first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2017 and held it in 4 quarters.
Clal Insurance's iShares US Oil & Gas Exploration & Production ETF position peaked at $79.5M in Q1 2017.
88 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2018.

Based on Clal Insurance's 13F filing for Q1 2018, filed 2 May 2018.