FI
IEO icon

FormulaFolio Investments’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

FormulaFolio Investments’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
Q3 		– Sell
-2,795
Closed -$208K – 323
2018
Q2 		$208K Buy
+2,795
New +$200K 0.01% 290

Other funds holding IEO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments's IEO Position: Q3 2018 in Review

FormulaFolio Investments sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2018, closing a stake of 2,795 shares — an estimated $208K sold.

FormulaFolio Investments first reported a position in IEO in Q2 2018 and held it in 1 quarter. The position peaked at $208K in Q2 2018. 98 funds tracked by Wall St. Rank hold IEO as of Q3 2018.

  • FormulaFolio Investments reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2018 after selling out during the quarter.
  • FormulaFolio Investments sold 2,795 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2018, an estimated $208K.
  • FormulaFolio Investments first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 1 quarter.
  • FormulaFolio Investments's iShares US Oil & Gas Exploration & Production ETF position peaked at $208K in Q2 2018.
  • 98 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2018.

Based on FormulaFolio Investments's 13F filing for Q3 2018, filed 8 Nov 2018.