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MacGuire Cheswick & Tuttle Investment Counsel’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2013
Q4 		– Hold
0
– – – 67
2013
Q3 		– Sell
-11,185
Closed -$681K – 62
2013
Q2 		$634K Buy
+11,185
New +$639K 0.18% 64

Other funds holding IEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's IEZ Position: Q4 2013 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its iShares US Oil Equipment & Services ETF (IEZ) position steady in Q4 2013 at 0 shares worth $735K. The position accounts for 0.18% of the portfolio, ranked #67.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IEZ in Q2 2013 and has held it in 1 quarter since. The position peaked at $634K in Q2 2013. 94 funds tracked by Wall St. Rank hold IEZ as of Q4 2013.

  • MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of iShares US Oil Equipment & Services ETF worth $735K as of Q4 2013.
  • MacGuire Cheswick & Tuttle Investment Counsel left its iShares US Oil Equipment & Services ETF share count unchanged in Q4 2013.
  • iShares US Oil Equipment & Services ETF made up 0.18% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2013, its #67 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and has held it in 1 quarter since.
  • MacGuire Cheswick & Tuttle Investment Counsel's iShares US Oil Equipment & Services ETF position peaked at $634K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2013.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2013, filed 4 Feb 2014.