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Independent Portfolio Consultants’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Independent Portfolio Consultants’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
2014
Q3 		– Sell
-540
Closed -$42K – 887
2014
Q2 		$42K Buy
+540
New +$38.5K 0.01% 664

Other funds holding IEZ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Independent Portfolio Consultants's IEZ Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2014, closing a stake of 540 shares — an estimated $42K sold.

Independent Portfolio Consultants first reported a position in IEZ in Q2 2014 and held it in 1 quarter. The position peaked at $42K in Q2 2014. 95 funds tracked by Wall St. Rank hold IEZ as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 540 iShares US Oil Equipment & Services ETF shares in Q3 2014, an estimated $42K.
  • Independent Portfolio Consultants first reported a position in iShares US Oil Equipment & Services ETF in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares US Oil Equipment & Services ETF position peaked at $42K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.