Creative Planning
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Creative Planning’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-23,090
Closed -$779K – 2741
2017
Q2 		$779K Buy
23,090
+23,010
+28,763% +$856K ﹤0.01% 806
2017
Q1 		$3K Sell
80
-263
-77% -$11.7K ﹤0.01% 4162
2016
Q4 		$16K Buy
343
+163
+91% +$6.85K ﹤0.01% 3218
2016
Q3 		$7K Buy
180
+100
+125% +$3.79K ﹤0.01% 3725
2016
Q2 		$3K Hold
80
– – ﹤0.01% 3889
2016
Q1 		$3K Hold
80
– – ﹤0.01% 3807
2015
Q4 		$3K Hold
80
– – ﹤0.01% 3906
2015
Q3 		$3K Buy
+80
New +$3.33K ﹤0.01% 3823
2015
Q2 		– Sell
-475
Closed -$22K – 1974
2015
Q1 		$22K Sell
475
-716
-60% -$34K ﹤0.01% 2644
2014
Q4 		$60K Buy
1,191
+650
+120% +$36.5K ﹤0.01% 1881
2014
Q3 		$36K Hold
541
– – ﹤0.01% 2148
2014
Q2 		$42K Sell
541
-90
-14% -$6.41K ﹤0.01% 1982
2014
Q1 		$43K Sell
631
-215
-25% -$13.8K ﹤0.01% 1897
2013
Q4 		$55K Buy
846
+67
+9% +$4.35K ﹤0.01% 1545
2013
Q3 		$49K Buy
779
+68
+10% +$4.14K ﹤0.01% 1515
2013
Q2 		$40K Buy
+711
New +$40.6K ﹤0.01% 1502

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's IEZ Position: Q3 2017 in Review

Creative Planning sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2017, closing a stake of 23,090 shares — an estimated $779K sold.

Creative Planning first reported a position in IEZ in Q2 2013 and held it in 16 quarters. The position peaked at $779K in Q2 2017. 68 funds tracked by Wall St. Rank hold IEZ as of Q3 2017.

  • Creative Planning reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 23,090 iShares US Oil Equipment & Services ETF shares in Q3 2017, an estimated $779K.
  • Creative Planning first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's iShares US Oil Equipment & Services ETF position peaked at $779K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.