MHS
IEO icon

M Holdings Securities’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-1,347
Closed -$117K – 292
2014
Q3 		$117K Buy
+1,347
New +$125K 0.07% 252

Other funds holding IEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

M Holdings Securities's IEO Position: Q4 2014 in Review

M Holdings Securities sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2014, closing a stake of 1,347 shares — an estimated $117K sold.

M Holdings Securities first reported a position in IEO in Q3 2014 and held it in 1 quarter. The position peaked at $117K in Q3 2014. 97 funds tracked by Wall St. Rank hold IEO as of Q4 2014.

  • M Holdings Securities reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,347 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2014, an estimated $117K.
  • M Holdings Securities first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's iShares US Oil & Gas Exploration & Production ETF position peaked at $117K in Q3 2014.
  • 97 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.