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Concert Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-371
Closed -$23K – 687
2016
Q3 		$23K Buy
+371
New +$21.5K ﹤0.01% 891
2016
Q2 		– Sell
-161,568
Closed -$8.4M – 710
2016
Q1 		$8.4M Sell
161,568
-1,896
-1% -$90.3K 1.12% 9
2015
Q4 		$8.65M Buy
+163,464
New +$9.84M 1.16% 8

Other funds holding IEO

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Concert Wealth Management's IEO Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2016, closing a stake of 371 shares — an estimated $23K sold.

Concert Wealth Management first reported a position in IEO in Q4 2015 and held it in 3 quarters. The position peaked at $8.65M in Q4 2015. 87 funds tracked by Wall St. Rank hold IEO as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 371 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2016, an estimated $23K.
  • Concert Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2015 and held it in 3 quarters.
  • Concert Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $8.65M in Q4 2015.
  • 87 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.