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Curi RMB Capital’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Curi RMB Capital’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
2015
Q2 		– Sell
-8,160
Closed -$599K – 501
2015
Q1 		$599K Buy
+8,160
New +$586K 0.04% 314

Other funds holding IEO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Curi RMB Capital's IEO Position: Q2 2015 in Review

Curi RMB Capital sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2015, closing a stake of 8,160 shares — an estimated $599K sold.

Curi RMB Capital first reported a position in IEO in Q1 2015 and held it in 1 quarter. The position peaked at $599K in Q1 2015. 84 funds tracked by Wall St. Rank hold IEO as of Q2 2015.

  • Curi RMB Capital reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2015 after selling out during the quarter.
  • Curi RMB Capital sold 8,160 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2015, an estimated $599K.
  • Curi RMB Capital first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2015 and held it in 1 quarter.
  • Curi RMB Capital's iShares US Oil & Gas Exploration & Production ETF position peaked at $599K in Q1 2015.
  • 84 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2015.

Based on Curi RMB Capital's 13F filing for Q2 2015, filed 13 Aug 2015.