IWP
IEO icon

Icon Wealth Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-500
Closed -$37K – 478
2018
Q2 		$37K Buy
+500
New +$35.7K 0.02% 450
2018
Q1 		– Sell
-500
Closed -$32K – 477
2017
Q4 		$32K Buy
+500
New +$30.2K 0.02% 514

Other funds holding IEO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Icon Wealth Partners's IEO Position: Q3 2018 in Review

Icon Wealth Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2018, closing a stake of 500 shares — an estimated $37K sold.

Icon Wealth Partners first reported a position in IEO in Q4 2017 and held it in 2 quarters. The position peaked at $37K in Q2 2018. 98 funds tracked by Wall St. Rank hold IEO as of Q3 2018.

  • Icon Wealth Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 500 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2018, an estimated $37K.
  • Icon Wealth Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $37K in Q2 2018.
  • 98 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.