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Liberty Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-210
Closed -$12K – 916
2019
Q2 		$12K Buy
+210
New +$11.9K 0.01% 486

Other funds holding IEO

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Liberty Wealth Management's IEO Position: Q3 2019 in Review

Liberty Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2019, closing a stake of 210 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in IEO in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 83 funds tracked by Wall St. Rank hold IEO as of Q3 2019.

  • Liberty Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 210 iShares US Oil & Gas Exploration & Production ETF shares in Q3 2019, an estimated $12K.
  • Liberty Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $12K in Q2 2019.
  • 83 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.