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Hirtle Callaghan & Co’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Hirtle Callaghan & Co’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
Q1 		– Sell
-90
Closed -$4K – 186
2014
Q4 		$4K Buy
+90
New +$5.05K ﹤0.01% 470

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hirtle Callaghan & Co's IEZ Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2015, closing a stake of 90 shares — an estimated $4K sold.

Hirtle Callaghan & Co first reported a position in IEZ in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 77 funds tracked by Wall St. Rank hold IEZ as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 90 iShares US Oil Equipment & Services ETF shares in Q1 2015, an estimated $4K.
  • Hirtle Callaghan & Co first reported a position in iShares US Oil Equipment & Services ETF in Q4 2014 and held it in 1 quarter.
  • Hirtle Callaghan & Co's iShares US Oil Equipment & Services ETF position peaked at $4K in Q4 2014.
  • 77 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.