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HCR Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

HCR Wealth 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
2020
Q3 		– Sell
-540
Closed -$18K – 249
2020
Q2 		$18K Buy
+540
New +$17.4K ﹤0.01% 208

Other funds holding IEO

Qube Research & Technologies (QRT)
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

HCR Wealth Advisors's IEO Position: Q3 2020 in Review

HCR Wealth Advisors sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2020, closing a stake of 540 shares — an estimated $18K sold.

HCR Wealth Advisors first reported a position in IEO in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 73 funds tracked by Wall St. Rank hold IEO as of Q3 2020.

  • HCR Wealth Advisors reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 540 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2020, an estimated $18K.
  • HCR Wealth Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 1 quarter.
  • HCR Wealth Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $18K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.