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Institute for Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-67
Closed -$4K – 510
2019
Q4 		$4K Buy
+67
New +$3.47K ﹤0.01% 647

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

Institute for Wealth Management's IEO Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2020, closing a stake of 67 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in IEO in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 73 funds tracked by Wall St. Rank hold IEO as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 67 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2020, an estimated $4K.
  • Institute for Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $4K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.