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Credit Suisse’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Credit Suisse’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
2023
Q1 		– Sell
-1,937
Closed -$180K – 3487
2022
Q4 		$180K Sell
1,937
-192
-9% -$18.6K ﹤0.01% 3216
2022
Q3 		$177K Sell
2,129
-2,310
-52% -$197K ﹤0.01% 3291
2022
Q2 		$346K Sell
4,439
-7,893
-64% -$699K ﹤0.01% 3079
2022
Q1 		$1.04M Buy
+12,332
New +$924K ﹤0.01% 2515
2021
Q3 		– Sell
-5,953
Closed -$341K – 4464
2021
Q2 		$341K Sell
5,953
-11,558
-66% -$612K ﹤0.01% 4051
2021
Q1 		$852K Buy
+17,511
New +$790K ﹤0.01% 3427
2017
Q4 		– Sell
-12,482
Closed -$733K – 4087
2017
Q3 		$733K Hold
12,482
– – ﹤0.01% 3304
2017
Q2 		$683K Sell
12,482
-40,194
-76% -$2.3M ﹤0.01% 2932
2017
Q1 		$3.22M Buy
52,676
+33,001
+168% +$2.07M ﹤0.01% 1980
2016
Q4 		$1.29M Sell
19,675
-868
-4% -$54.4K ﹤0.01% 2819
2016
Q3 		$1.26M Sell
20,543
-74,096
-78% -$4.3M ﹤0.01% 2761
2016
Q2 		$5.37M Buy
94,639
+61,332
+184% +$3.44M 0.01% 1576
2016
Q1 		$1.73M Buy
+33,307
New +$1.59M ﹤0.01% 2314
2015
Q4 		– Sell
-35,799
Closed -$1.99M – 4283
2015
Q3 		$1.99M Sell
35,799
-7,982
-18% -$494K ﹤0.01% 2259
2015
Q2 		$3.1M Sell
43,781
-61,099
-58% -$4.59M ﹤0.01% 2179
2015
Q1 		$7.69M Buy
104,880
+29,558
+39% +$2.12M 0.01% 1362
2014
Q4 		$5.38M Sell
75,322
-11,623
-13% -$888K ﹤0.01% 1701
2014
Q3 		$7.56M Sell
86,945
-64,311
-43% -$5.99M 0.01% 1471
2014
Q2 		$14.7M Buy
151,256
+39,220
+35% +$3.6M 0.01% 1131
2014
Q1 		$9.53M Sell
112,036
-23,627
-17% -$1.93M 0.01% 1277
2013
Q4 		$11.2M Buy
135,663
+92,051
+211% +$7.49M 0.01% 1189
2013
Q3 		$3.4M Buy
43,612
+10,820
+33% +$820K ﹤0.01% 1947
2013
Q2 		$2.35M Buy
+32,792
New +$2.38M ﹤0.01% 2148

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse's IEO Position: Q1 2023 in Review

Credit Suisse sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2023, closing a stake of 1,937 shares — an estimated $180K sold.

Credit Suisse first reported a position in IEO in Q2 2013 and held it in 23 quarters. The position peaked at $14.7M in Q2 2014. 165 funds tracked by Wall St. Rank hold IEO as of Q1 2023.

  • Credit Suisse reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 1,937 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $180K.
  • Credit Suisse first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 23 quarters.
  • Credit Suisse's iShares US Oil & Gas Exploration & Production ETF position peaked at $14.7M in Q2 2014.
  • 165 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.