Joel Isaacson & Co’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-500	Closed	-$23K	–	338
2016 Q4	$23K	Hold	500	–	–	﹤0.01%	412
2016 Q3	$20K	Hold	500	–	–	﹤0.01%	463
2016 Q2	$19K	Hold	500	–	–	﹤0.01%	469
2016 Q1	$18K	Hold	500	–	–	﹤0.01%	498
2015 Q4	$18K	Hold	500	–	–	﹤0.01%	480
2015 Q3	$18K	Hold	500	–	–	﹤0.01%	494
2015 Q2	$24K	Hold	500	–	–	0.01%	475
2015 Q1	$24K	Hold	500	–	–	0.01%	465
2014 Q4	$25K	Hold	500	–	–	0.01%	405
2014 Q3	$33K	Hold	500	–	–	0.01%	358
2014 Q2	$39K	Hold	500	–	–	0.01%	334
2014 Q1	$34K	Hold	500	–	–	0.01%	346
2013 Q4	$32K	Hold	500	–	–	0.01%	322
2013 Q3	$31K	Hold	500	–	–	0.01%	310
2013 Q2	$28K	Buy	+500	New	+$28.6K	0.01%	283

Other funds holding IEZ

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

Joel Isaacson & Co's IEZ Position: Q1 2017 in Review

Joel Isaacson & Co sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q1 2017, closing a stake of 500 shares — an estimated $23K sold.

Joel Isaacson & Co first reported a position in IEZ in Q2 2013 and held it in 15 quarters. The position peaked at $39K in Q2 2014. 70 funds tracked by Wall St. Rank hold IEZ as of Q1 2017.

Joel Isaacson & Co reported no remaining iShares US Oil Equipment & Services ETF position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 500 iShares US Oil Equipment & Services ETF shares in Q1 2017, an estimated $23K.
Joel Isaacson & Co first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's iShares US Oil Equipment & Services ETF position peaked at $39K in Q2 2014.
70 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.