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Clearwater Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Clearwater Capital Advisors’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
Q2 		– Sell
-150
Closed -$10K – 348
2018
Q1 		$10K Buy
+150
New +$9.62K ﹤0.01% 479

Other funds holding IEO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Clearwater Capital Advisors's IEO Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2018, closing a stake of 150 shares — an estimated $10K sold.

Clearwater Capital Advisors first reported a position in IEO in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 99 funds tracked by Wall St. Rank hold IEO as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 150 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2018, an estimated $10K.
  • Clearwater Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $10K in Q1 2018.
  • 99 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.