CFS
IEO icon

Commonwealth Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Commonwealth Financial Services’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
2017
Q1 		$7K Hold
117
– – 0.01% 216
2016
Q4 		$8K Hold
117
– – 0.01% 188
2016
Q3 		$7K Hold
117
– – 0.01% 192
2016
Q2 		$7K Hold
117
– – 0.01% 196
2016
Q1 		$6K Hold
117
– – 0.01% 177
2015
Q4 		$6K Hold
117
– – 0.02% 178
2015
Q3 		$6K Hold
117
– – 0.01% 180
2015
Q2 		$8K Hold
117
– – 0.01% 187
2015
Q1 		$9K Hold
117
– – 0.01% 186
2014
Q4 		$8K Buy
+117
New +$8.94K 0.01% 179

Other funds holding IEO

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Financial Services's IEO Position: Q1 2017 in Review

Commonwealth Financial Services held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q1 2017 at 117 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #216.

Commonwealth Financial Services first reported a position in IEO in Q4 2014 and has held it in 10 quarters since. The position peaked at $9K in Q1 2015. 81 funds tracked by Wall St. Rank hold IEO as of Q1 2017.

  • Commonwealth Financial Services held 117 shares of iShares US Oil & Gas Exploration & Production ETF worth $7K as of Q1 2017.
  • Commonwealth Financial Services left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q1 2017.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #216 holding.
  • Commonwealth Financial Services first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2014 and has held it in 10 quarters since.
  • Commonwealth Financial Services's iShares US Oil & Gas Exploration & Production ETF position peaked at $9K in Q1 2015.
  • 81 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.