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L.J. Altfest & Co’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

L.J. Altfest & 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
2019
Q2 		– Sell
-9,185
Closed -$232K – 193
2019
Q1 		$232K Sell
9,185
-5,356
-37% -$132K 0.06% 165
2018
Q4 		$297K Sell
14,541
-53,699
-79% -$1.51M 0.08% 116
2018
Q3 		$2.44M Buy
+68,240
New +$2.42M 0.71% 24

Other funds holding IEZ

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
BRM
Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return

L.J. Altfest & Co's IEZ Position: Q2 2019 in Review

L.J. Altfest & Co sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2019, closing a stake of 9,185 shares — an estimated $232K sold.

L.J. Altfest & Co first reported a position in IEZ in Q3 2018 and held it in 3 quarters. The position peaked at $2.44M in Q3 2018. 55 funds tracked by Wall St. Rank hold IEZ as of Q2 2019.

  • L.J. Altfest & Co reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2019 after selling out during the quarter.
  • L.J. Altfest & Co sold 9,185 iShares US Oil Equipment & Services ETF shares in Q2 2019, an estimated $232K.
  • L.J. Altfest & Co first reported a position in iShares US Oil Equipment & Services ETF in Q3 2018 and held it in 3 quarters.
  • L.J. Altfest & Co's iShares US Oil Equipment & Services ETF position peaked at $2.44M in Q3 2018.
  • 55 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2019.

Based on L.J. Altfest & Co's 13F filing for Q2 2019, filed 15 Jul 2019.