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D.A. Davidson & Co’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-300
Closed -$13K – 2402
2016
Q4 		$13K Hold
300
– – ﹤0.01% 2047
2016
Q3 		$11K Buy
+300
New +$11.4K ﹤0.01% 2018

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

D.A. Davidson & Co's IEZ Position: Q1 2017 in Review

D.A. Davidson & Co sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2017, closing a stake of 300 shares — an estimated $13K sold.

D.A. Davidson & Co first reported a position in IEZ in Q3 2016 and held it in 2 quarters. The position peaked at $13K in Q4 2016. 70 funds tracked by Wall St. Rank hold IEZ as of Q1 2017.

  • D.A. Davidson & Co reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 300 iShares US Oil Equipment & Services ETF shares in Q1 2017, an estimated $13K.
  • D.A. Davidson & Co first reported a position in iShares US Oil Equipment & Services ETF in Q3 2016 and held it in 2 quarters.
  • D.A. Davidson & Co's iShares US Oil Equipment & Services ETF position peaked at $13K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.