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Credit Suisse’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Credit Suisse’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
Q4 		– Sell
-38,899
Closed -$1.38M – 4089
2017
Q3 		$1.38M Hold
38,899
– – ﹤0.01% 2867
2017
Q2 		$1.31M Buy
38,899
+1,753
+5% +$65.2K ﹤0.01% 2521
2017
Q1 		$1.56M Buy
37,146
+10,779
+41% +$479K ﹤0.01% 2533
2016
Q4 		$1.2M Sell
26,367
-34,232
-56% -$1.44M ﹤0.01% 2875
2016
Q3 		$2.4M Sell
60,599
-20,389
-25% -$772K ﹤0.01% 2246
2016
Q2 		$3.13M Buy
+80,988
New +$3.04M ﹤0.01% 2010
2016
Q1 		– Sell
-13,255
Closed -$474K – 4126
2015
Q4 		$474K Buy
+13,255
New +$524K ﹤0.01% 3425
2015
Q3 		– Sell
-47,929
Closed -$2.3M – 4364
2015
Q2 		$2.3M Buy
47,929
+3,178
+7% +$162K ﹤0.01% 2445
2015
Q1 		$2.1M Buy
44,751
+39,442
+743% +$1.87M ﹤0.01% 2356
2014
Q4 		$265K Sell
5,309
-80,957
-94% -$4.55M ﹤0.01% 4133
2014
Q3 		$5.72M Buy
86,266
+77,241
+856% +$5.61M ﹤0.01% 1654
2014
Q2 		$700K Sell
9,025
-10,974
-55% -$782K ﹤0.01% 3577
2014
Q1 		$1.37M Sell
19,999
-94,145
-82% -$6.05M ﹤0.01% 2832
2013
Q4 		$7.4M Buy
114,144
+110,817
+3,331% +$7.2M 0.01% 1498
2013
Q3 		$208K Sell
3,327
-8,192
-71% -$498K ﹤0.01% 3948
2013
Q2 		$653K Buy
+11,519
New +$659K ﹤0.01% 3112

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 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

Credit Suisse's IEZ Position: Q4 2017 in Review

Credit Suisse sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2017, closing a stake of 38,899 shares — an estimated $1.38M sold.

Credit Suisse first reported a position in IEZ in Q2 2013 and held it in 16 quarters. The position peaked at $7.4M in Q4 2013. 65 funds tracked by Wall St. Rank hold IEZ as of Q4 2017.

  • Credit Suisse reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • Credit Suisse sold 38,899 iShares US Oil Equipment & Services ETF shares in Q4 2017, an estimated $1.38M.
  • Credit Suisse first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 16 quarters.
  • Credit Suisse's iShares US Oil Equipment & Services ETF position peaked at $7.4M in Q4 2013.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2017.

Based on Credit Suisse's 13F filing for Q4 2017, filed 14 Feb 2018.