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Concert Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Concert Wealth Management’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
-820
Closed -$33K – 690
2016
Q3 		$33K Buy
+820
New +$31.1K ﹤0.01% 857

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

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

Concert Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2016, closing a stake of 820 shares — an estimated $33K sold.

Concert Wealth Management first reported a position in IEZ in Q3 2016 and held it in 1 quarter. The position peaked at $33K in Q3 2016. 76 funds tracked by Wall St. Rank hold IEZ as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 820 iShares US Oil Equipment & Services ETF shares in Q4 2016, an estimated $33K.
  • Concert Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $33K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2016.

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