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LGL Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

LGL Partners’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
2017
Q3 		– Sell
-7,300
Closed -$246K – 68
2017
Q2 		$246K Buy
+7,300
New +$272K 0.13% 79

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LGL Partners's IEZ Position: Q3 2017 in Review

LGL Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q3 2017, closing a stake of 7,300 shares — an estimated $246K sold.

LGL Partners first reported a position in IEZ in Q2 2017 and held it in 1 quarter. The position peaked at $246K in Q2 2017. 68 funds tracked by Wall St. Rank hold IEZ as of Q3 2017.

  • LGL Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q3 2017 after selling out during the quarter.
  • LGL Partners sold 7,300 iShares US Oil Equipment & Services ETF shares in Q3 2017, an estimated $246K.
  • LGL Partners first reported a position in iShares US Oil Equipment & Services ETF in Q2 2017 and held it in 1 quarter.
  • LGL Partners's iShares US Oil Equipment & Services ETF position peaked at $246K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q3 2017.

Based on LGL Partners's 13F filing for Q3 2017, filed 14 Nov 2017.