HFS
IEZ icon

HL Financial Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

HL Financial Services’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
2017
Q1 		– Sell
-5,000
Closed -$227K – 669
2016
Q4 		$227K Buy
+5,000
New +$210K ﹤0.01% 618

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

HL Financial Services's IEZ Position: Q1 2017 in Review

HL Financial Services sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2017, closing a stake of 5,000 shares — an estimated $227K sold.

HL Financial Services first reported a position in IEZ in Q4 2016 and held it in 1 quarter. The position peaked at $227K in Q4 2016. 70 funds tracked by Wall St. Rank hold IEZ as of Q1 2017.

  • HL Financial Services reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2017 after selling out during the quarter.
  • HL Financial Services sold 5,000 iShares US Oil Equipment & Services ETF shares in Q1 2017, an estimated $227K.
  • HL Financial Services first reported a position in iShares US Oil Equipment & Services ETF in Q4 2016 and held it in 1 quarter.
  • HL Financial Services's iShares US Oil Equipment & Services ETF position peaked at $227K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2017.

Based on HL Financial Services's 13F filing for Q1 2017, filed 8 May 2017.