Krilogy Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Krilogy Financial’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
2017 Q2	–	Sell	-130	Closed	-$8K	–	750
2017 Q1	$8K	Hold	130	–	–	﹤0.01%	536
2016 Q4	$8K	Buy	130 +1	+0.8%	+$63	﹤0.01%	536
2016 Q3	$8K	Hold	129	–	–	﹤0.01%	550
2016 Q2	$7K	Hold	129	–	–	﹤0.01%	577
2016 Q1	$7K	Buy	+129	New	+$6.14K	﹤0.01%	507
2015 Q4	–	Sell	-127	Closed	-$7K	–	499
2015 Q3	$7K	Buy	+127	New	+$7.86K	﹤0.01%	428

Other funds holding IEO

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

LNB

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Krilogy Financial's IEO Position: Q2 2017 in Review

Krilogy Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2017, closing a stake of 130 shares — an estimated $8K sold.

Krilogy Financial first reported a position in IEO in Q3 2015 and held it in 6 quarters. The position peaked at $8K in Q1 2017. 81 funds tracked by Wall St. Rank hold IEO as of Q2 2017.

Krilogy Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2017 after selling out during the quarter.
Krilogy Financial sold 130 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2017, an estimated $8K.
Krilogy Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2015 and held it in 6 quarters.
Krilogy Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $8K in Q1 2017.
81 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2017.

Based on Krilogy Financial's 13F filing for Q2 2017, filed 15 Aug 2017.