HSBC Holdings
IEO icon

HSBC Holdings’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

HSBC Holdings’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
2017
Q1 		– Sell
-5,696
Closed -$373K – 2338
2016
Q4 		$373K Hold
5,696
– – ﹤0.01% 2059
2016
Q3 		$350K Hold
5,696
– – ﹤0.01% 1692
2016
Q2 		$323K Sell
5,696
-4,692
-45% -$263K ﹤0.01% 1734
2016
Q1 		$540K Buy
10,388
+4,730
+84% +$225K ﹤0.01% 1524
2015
Q4 		$300K Buy
+5,658
New +$340K ﹤0.01% 1886
2013
Q3 		– Sell
-3,500
Closed -$251K – 1711
2013
Q2 		$251K Buy
+3,500
New +$254K ﹤0.01% 1377

Other funds holding IEO

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HSBC Holdings's IEO Position: Q1 2017 in Review

HSBC Holdings sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2017, closing a stake of 5,696 shares — an estimated $373K sold.

HSBC Holdings first reported a position in IEO in Q2 2013 and held it in 6 quarters. The position peaked at $540K in Q1 2016. 81 funds tracked by Wall St. Rank hold IEO as of Q1 2017.

  • HSBC Holdings reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2017 after selling out during the quarter.
  • HSBC Holdings sold 5,696 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2017, an estimated $373K.
  • HSBC Holdings first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 6 quarters.
  • HSBC Holdings's iShares US Oil & Gas Exploration & Production ETF position peaked at $540K in Q1 2016.
  • 81 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2017.

Based on HSBC Holdings's 13F filing for Q1 2017, filed 15 May 2017.