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Laurel Wealth Advisors (North Carolina)’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q4 		– Sell
-500
Closed -$4K – 600
2020
Q3 		$4K Hold
500
– – ﹤0.01% 438
2020
Q2 		$4K Hold
500
– – ﹤0.01% 433
2020
Q1 		$3K Sell
500
-900
-64% -$12.8K ﹤0.01% 443
2019
Q4 		$28K Hold
1,400
– – 0.01% 295
2019
Q3 		$25K Sell
1,400
-1,900
-58% -$36.5K 0.01% 299
2019
Q2 		$72K Sell
3,300
-2,500
-43% -$57.4K 0.03% 208
2019
Q1 		$147K Hold
5,800
– – 0.05% 151
2018
Q4 		$118K Buy
+5,800
New +$164K 0.05% 152

Other funds holding IEZ

EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCAM
Van Cleef Asset Management Beachwood, Ohio $929M AUM 13.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IEZ Position: Q4 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2020, closing a stake of 500 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IEZ in Q4 2018 and held it in 8 quarters. The position peaked at $147K in Q1 2019. 36 funds tracked by Wall St. Rank hold IEZ as of Q4 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 500 iShares US Oil Equipment & Services ETF shares in Q4 2020, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Oil Equipment & Services ETF in Q4 2018 and held it in 8 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares US Oil Equipment & Services ETF position peaked at $147K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2020, filed 4 Feb 2021.