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KMS Financial Services’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

KMS Financial Services’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
Q2 		– Sell
-4,997
Closed -$342K – 558
2014
Q1 		$342K Sell
4,997
-168
-3% -$10.8K 0.05% 343
2013
Q4 		$335K Buy
5,165
+22
+0.4% +$1.43K 0.06% 348
2013
Q3 		$322K Buy
5,143
+245
+5% +$14.9K 0.08% 273
2013
Q2 		$278K Buy
+4,898
New +$280K 0.08% 282

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

KMS Financial Services's IEZ Position: Q2 2014 in Review

KMS Financial Services sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2014, closing a stake of 4,997 shares — an estimated $342K sold.

KMS Financial Services first reported a position in IEZ in Q2 2013 and held it in 4 quarters. The position peaked at $342K in Q1 2014. 98 funds tracked by Wall St. Rank hold IEZ as of Q2 2014.

  • KMS Financial Services reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 4,997 iShares US Oil Equipment & Services ETF shares in Q2 2014, an estimated $342K.
  • KMS Financial Services first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 4 quarters.
  • KMS Financial Services's iShares US Oil Equipment & Services ETF position peaked at $342K in Q1 2014.
  • 98 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.