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Glenview Trust’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Glenview Trust’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
2013
Q4 		$228K Buy
+3,515
New +$228K 0.03% 215

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Glenview Trust's IEZ Position: Q4 2013 in Review

Glenview Trust opened a new position in iShares US Oil Equipment & Services ETF (IEZ) in Q4 2013: 3,515 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings.

94 funds tracked by Wall St. Rank hold IEZ as of Q4 2013.

  • Glenview Trust held 3,515 shares of iShares US Oil Equipment & Services ETF worth $228K as of Q4 2013.
  • iShares US Oil Equipment & Services ETF was a new Glenview Trust position in Q4 2013.
  • iShares US Oil Equipment & Services ETF made up 0.03% of Glenview Trust's portfolio in Q4 2013, its #215 holding.
  • 94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2013.

Based on Glenview Trust's 13F filing for Q4 2013, filed 2 May 2017.