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Greenwood Capital Associates’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Greenwood Capital Associates’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
Q3 		– Sell
-66,720
Closed -$2.44M – 200
2018
Q2 		$2.44M Sell
66,720
-300
-0.4% -$11K 0.56% 68
2018
Q1 		$2.17M Buy
67,020
+3,275
+5% +$116K 0.53% 76
2017
Q4 		$2.29M Buy
+63,745
New +$2.15M 0.53% 78

Other funds holding IEZ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Greenwood Capital Associates's IEZ Position: Q3 2018 in Review

Greenwood Capital Associates sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2018, closing a stake of 66,720 shares — an estimated $2.44M sold.

Greenwood Capital Associates first reported a position in IEZ in Q4 2017 and held it in 3 quarters. The position peaked at $2.44M in Q2 2018. 77 funds tracked by Wall St. Rank hold IEZ as of Q3 2018.

  • Greenwood Capital Associates reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 66,720 iShares US Oil Equipment & Services ETF shares in Q3 2018, an estimated $2.44M.
  • Greenwood Capital Associates first reported a position in iShares US Oil Equipment & Services ETF in Q4 2017 and held it in 3 quarters.
  • Greenwood Capital Associates's iShares US Oil Equipment & Services ETF position peaked at $2.44M in Q2 2018.
  • 77 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2018.

Based on Greenwood Capital Associates's 13F filing for Q3 2018, filed 13 Nov 2018.