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Cumberland Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Cumberland Advisors’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
2014
Q3 		– Sell
-59,110
Closed -$4.58M – 70
2014
Q2 		$4.58M Buy
59,110
+80
+0.1% +$5.7K 2.93% 11
2014
Q1 		$4.04M Buy
+59,030
New +$3.79M 2.32% 16

Other funds holding IEZ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $560M AUM 49.02% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Cumberland Advisors's IEZ Position: Q3 2014 in Review

Cumberland Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2014, closing a stake of 59,110 shares — an estimated $4.58M sold.

Cumberland Advisors first reported a position in IEZ in Q1 2014 and held it in 2 quarters. The position peaked at $4.58M in Q2 2014. 95 funds tracked by Wall St. Rank hold IEZ as of Q3 2014.

  • Cumberland Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2014 after selling out during the quarter.
  • Cumberland Advisors sold 59,110 iShares US Oil Equipment & Services ETF shares in Q3 2014, an estimated $4.58M.
  • Cumberland Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q1 2014 and held it in 2 quarters.
  • Cumberland Advisors's iShares US Oil Equipment & Services ETF position peaked at $4.58M in Q2 2014.
  • 95 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2014.

Based on Cumberland Advisors's 13F filing for Q3 2014, filed 6 Oct 2014.