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Executive Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-904
Closed -$51K – 430
2019
Q2 		$51K Sell
904
-36
-4% -$2.04K 0.01% 290
2019
Q1 		$55K Buy
940
+40
+4% +$2.3K 0.01% 258
2018
Q4 		$46K Buy
+900
New +$57K 0.01% 291

Other funds holding IEO

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Executive Wealth Management's IEO Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2019, closing a stake of 904 shares — an estimated $51K sold.

Executive Wealth Management first reported a position in IEO in Q4 2018 and held it in 3 quarters. The position peaked at $55K in Q1 2019. 83 funds tracked by Wall St. Rank hold IEO as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 904 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2019, an estimated $51K.
  • Executive Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $55K in Q1 2019.
  • 83 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.