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Graybill Wealth Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Graybill Wealth 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
2015
Q4 		– Sell
-37,145
Closed -$1.35M – 49
2015
Q3 		$1.35M Buy
37,145
+50
+0.1% +$2.08K 1.11% 46
2015
Q2 		$1.78M Sell
37,095
-710
-2% -$36.3K 1.32% 45
2015
Q1 		$1.78M Sell
37,805
-145
-0.4% -$6.89K 1.33% 45
2014
Q4 		$1.9M Buy
+37,950
New +$2.13M 1.44% 44

Other funds holding IEZ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Graybill Wealth Management's IEZ Position: Q4 2015 in Review

Graybill Wealth Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2015, closing a stake of 37,145 shares — an estimated $1.35M sold.

Graybill Wealth Management first reported a position in IEZ in Q4 2014 and held it in 4 quarters. The position peaked at $1.9M in Q4 2014. 76 funds tracked by Wall St. Rank hold IEZ as of Q4 2015.

  • Graybill Wealth Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2015 after selling out during the quarter.
  • Graybill Wealth Management sold 37,145 iShares US Oil Equipment & Services ETF shares in Q4 2015, an estimated $1.35M.
  • Graybill Wealth Management first reported a position in iShares US Oil Equipment & Services ETF in Q4 2014 and held it in 4 quarters.
  • Graybill Wealth Management's iShares US Oil Equipment & Services ETF position peaked at $1.9M in Q4 2014.
  • 76 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2015.

Based on Graybill Wealth Management's 13F filing for Q4 2015, filed 1 Feb 2016.