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Howe & Rusling’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Howe & Rusling’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
2013
Q4 		– Sell
-27
Closed -$2K – 848
2013
Q3 		$2K Hold
27
– – ﹤0.01% 786
2013
Q2 		$2K Buy
+27
New +$1.54K ﹤0.01% 809

Other funds holding IEZ

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Howe & Rusling's IEZ Position: Q4 2013 in Review

Howe & Rusling sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2013, closing a stake of 27 shares — an estimated $2K sold.

Howe & Rusling first reported a position in IEZ in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 94 funds tracked by Wall St. Rank hold IEZ as of Q4 2013.

  • Howe & Rusling reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2013 after selling out during the quarter.
  • Howe & Rusling sold 27 iShares US Oil Equipment & Services ETF shares in Q4 2013, an estimated $2K.
  • Howe & Rusling first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 2 quarters.
  • Howe & Rusling's iShares US Oil Equipment & Services ETF position peaked at $2K in Q3 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2013.

Based on Howe & Rusling's 13F filing for Q4 2013, filed 7 Feb 2014.