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JOYN Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

JOYN Advisors’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
-1,817
Closed -$141K – 27
2014
Q2 		$141K Hold
1,817
– – 0.06% 17
2014
Q1 		$124K Sell
1,817
-25
-1% -$1.6K 0.06% 21
2013
Q4 		$119K Sell
1,842
-3
-0.2% -$195 0.06% 32
2013
Q3 		$116K Buy
+1,845
New +$112K 0.06% 24
2013
Q2 		– Hold
0
– – – 25

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

JOYN Advisors's IEZ Position: Q3 2014 in Review

JOYN Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2014, closing a stake of 1,817 shares — an estimated $141K sold.

JOYN Advisors first reported a position in IEZ in Q3 2013 and held it in 4 quarters. The position peaked at $141K in Q2 2014. 95 funds tracked by Wall St. Rank hold IEZ as of Q3 2014.

  • JOYN Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2014 after selling out during the quarter.
  • JOYN Advisors sold 1,817 iShares US Oil Equipment & Services ETF shares in Q3 2014, an estimated $141K.
  • JOYN Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q3 2013 and held it in 4 quarters.
  • JOYN Advisors's iShares US Oil Equipment & Services ETF position peaked at $141K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2014.

Based on JOYN Advisors's 13F filing for Q3 2014, filed 30 Oct 2014.