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

Denver Investment 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
2018
Q1 		– Sell
-12,811
Closed -$460K – 429
2017
Q4 		$460K Buy
+12,811
New +$432K 0.02% 327

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
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
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
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Denver Investment Advisors's IEZ Position: Q1 2018 in Review

Denver Investment Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2018, closing a stake of 12,811 shares — an estimated $460K sold.

Denver Investment Advisors first reported a position in IEZ in Q4 2017 and held it in 1 quarter. The position peaked at $460K in Q4 2017. 65 funds tracked by Wall St. Rank hold IEZ as of Q1 2018.

  • Denver Investment Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2018 after selling out during the quarter.
  • Denver Investment Advisors sold 12,811 iShares US Oil Equipment & Services ETF shares in Q1 2018, an estimated $460K.
  • Denver Investment Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 1 quarter.
  • Denver Investment Advisors's iShares US Oil Equipment & Services ETF position peaked at $460K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.