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East Coast Asset Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

East Coast Asset Management’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
2018
Q1 		– Sell
-3,171
Closed -$206K – 80
2017
Q4 		$206K Sell
3,171
-336
-10% -$20.3K 0.06% 91
2017
Q3 		$206K Sell
3,507
-785
-18% -$42.6K 0.05% 98
2017
Q2 		$235K Sell
4,292
-75
-2% -$4.29K 0.06% 92
2017
Q1 		$267K Sell
4,367
-27
-0.6% -$1.69K 0.07% 88
2016
Q4 		$288K Hold
4,394
– – 0.09% 85
2016
Q3 		$270K Sell
4,394
-575
-12% -$33.4K 0.14% 88
2016
Q2 		$282K Sell
4,969
-162
-3% -$9.07K 0.15% 86
2016
Q1 		$267K Sell
5,131
-420
-8% -$20K 0.14% 89
2015
Q4 		$294K Sell
5,551
-761
-12% -$45.8K 0.16% 89
2015
Q3 		$350K Sell
6,312
-285
-4% -$17.6K 0.22% 86
2015
Q2 		$466K Sell
6,597
-27
-0.4% -$2.03K 0.25% 82
2015
Q1 		$486K Buy
6,624
+209
+3% +$15K 0.26% 82
2014
Q4 		$458K Buy
6,415
+61
+1% +$4.66K 0.25% 82
2014
Q3 		$552K Sell
6,354
-390
-6% -$36.3K 0.32% 74
2014
Q2 		$655K Sell
6,744
-69
-1% -$6.33K 0.36% 70
2014
Q1 		$580K Sell
6,813
-41
-0.6% -$3.34K 0.34% 71
2013
Q4 		$564K Sell
6,854
-295
-4% -$24K 0.33% 74
2013
Q3 		$557K Sell
7,149
-1,761
-20% -$133K 0.37% 73
2013
Q2 		$638K Buy
+8,910
New +$646K 0.35% 73

Other funds holding IEO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $455M AUM 26.87% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

East Coast Asset Management's IEO Position: Q1 2018 in Review

East Coast Asset Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2018, closing a stake of 3,171 shares — an estimated $206K sold.

East Coast Asset Management first reported a position in IEO in Q2 2013 and held it in 19 quarters. The position peaked at $655K in Q2 2014. 88 funds tracked by Wall St. Rank hold IEO as of Q1 2018.

  • East Coast Asset Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2018 after selling out during the quarter.
  • East Coast Asset Management sold 3,171 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2018, an estimated $206K.
  • East Coast Asset Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 19 quarters.
  • East Coast Asset Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $655K in Q2 2014.
  • 88 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2018.

Based on East Coast Asset Management's 13F filing for Q1 2018, filed 15 May 2018.