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Emerson Investment Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-200
Closed -$17K – 167
2014
Q3 		$17K Buy
+200
New +$18.6K ﹤0.01% 186

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FWCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
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Wells Fargo
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Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Emerson Investment Management's IEO Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2014, closing a stake of 200 shares — an estimated $17K sold.

Emerson Investment Management first reported a position in IEO in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 97 funds tracked by Wall St. Rank hold IEO as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 200 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2014, an estimated $17K.
  • Emerson Investment Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $17K in Q3 2014.
  • 97 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.