Creative Financial Designs’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Creative Financial Designs’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
2020 Q1	–	Sell	-276	Closed	-$15K	–	531
2019 Q4	$15K	Buy	+276	New	+$14.3K	0.01%	354
2019 Q3	–	Sell	-70	Closed	-$4K	–	639
2019 Q2	$4K	Hold	70	–	–	﹤0.01%	477
2019 Q1	$4K	Hold	70	–	–	﹤0.01%	462
2018 Q4	$4K	Hold	70	–	–	﹤0.01%	456
2018 Q3	$5K	Hold	70	–	–	﹤0.01%	528
2018 Q2	$5K	Hold	70	–	–	﹤0.01%	547
2018 Q1	$4K	Hold	70	–	–	﹤0.01%	519
2017 Q4	$5K	Hold	70	–	–	﹤0.01%	498
2017 Q3	$4K	Hold	70	–	–	﹤0.01%	538
2017 Q2	$4K	Sell	70 -65	-48%	-$3.72K	﹤0.01%	552
2017 Q1	$8K	Buy	135 +70	+108%	+$4.39K	0.01%	425
2016 Q4	$4K	Buy	+65	New	+$4.07K	﹤0.01%	505

Other funds holding IEO

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Creative Financial Designs's IEO Position: Q1 2020 in Review

Creative Financial Designs sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2020, closing a stake of 276 shares — an estimated $15K sold.

Creative Financial Designs first reported a position in IEO in Q4 2016 and held it in 12 quarters. The position peaked at $15K in Q4 2019. 73 funds tracked by Wall St. Rank hold IEO as of Q1 2020.

Creative Financial Designs reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 276 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2020, an estimated $15K.
Creative Financial Designs first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2016 and held it in 12 quarters.
Creative Financial Designs's iShares US Oil & Gas Exploration & Production ETF position peaked at $15K in Q4 2019.
73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.