Financial Partners Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Financial Partners Capital Management’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 Q4	$2.93M	Buy	+143,292	New	+$4.04M	0.96%	34
2015 Q3	–	Sell	-29,625	Closed	-$1.42M	–	120
2015 Q2	$1.42M	Hold	29,625	–	–	0.35%	67
2015 Q1	$1.39M	Sell	29,625 -1,700	-5%	-$80.8K	0.35%	66
2014 Q4	$1.56M	Hold	31,325	–	–	0.43%	66
2014 Q3	$2.08M	Sell	31,325 -450	-1%	-$32.7K	0.6%	56
2014 Q2	$2.46M	Sell	31,775 -1,250	-4%	-$89.1K	0.75%	49
2014 Q1	$2.26M	Sell	33,025 -325	-1%	-$20.9K	0.73%	52
2013 Q4	$2.16M	Sell	33,350 -700	-2%	-$45.5K	0.71%	45
2013 Q3	$2.13M	Hold	34,050	–	–	0.85%	40
2013 Q2	$1.93M	Buy	+34,050	New	+$1.95M	0.87%	37

Other funds holding IEZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return