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FinTrust Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

FinTrust Capital Advisors’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
2021
Q2 		– Sell
-73
Closed -$4K – 1191
2021
Q1 		$4K Buy
+73
New +$3.29K ﹤0.01% 1043

Other funds holding IEO

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FinTrust Capital Advisors's IEO Position: Q2 2021 in Review

FinTrust Capital Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2021, closing a stake of 73 shares — an estimated $4K sold.

FinTrust Capital Advisors first reported a position in IEO in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 103 funds tracked by Wall St. Rank hold IEO as of Q2 2021.

  • FinTrust Capital Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2021 after selling out during the quarter.
  • FinTrust Capital Advisors sold 73 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2021, an estimated $4K.
  • FinTrust Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 1 quarter.
  • FinTrust Capital Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $4K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2021.

Based on FinTrust Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.