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

Cornerstone 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
2018
Q4 		– Sell
-12,637
Closed -$365K – 712
2018
Q3 		$365K Sell
12,637
-398
-3% -$14.1K ﹤0.01% 1005
2018
Q2 		$367K Buy
+13,035
New +$479K ﹤0.01% 1111

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Management's IEZ Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 12,637 shares — an estimated $365K sold.

Cornerstone Wealth Management first reported a position in IEZ in Q2 2018 and held it in 2 quarters. The position peaked at $367K in Q2 2018. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,637 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $365K.
  • Cornerstone Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $367K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.