Manchester Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Manchester Financial’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
2020 Q4	–	Sell	-140	Closed	-$4K	–	617
2020 Q3	$4K	Hold	140	–	–	﹤0.01%	424
2020 Q2	$5K	Hold	140	–	–	﹤0.01%	381
2020 Q1	$3K	Hold	140	–	–	﹤0.01%	401
2019 Q4	$8K	Buy	+140	New	+$7.25K	﹤0.01%	373
2019 Q3	–	Sell	-140	Closed	-$8K	–	224
2019 Q2	$8K	Buy	+140	New	+$7.95K	﹤0.01%	337

Other funds holding IEO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manchester Financial's IEO Position: Q4 2020 in Review

Manchester Financial sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2020, closing a stake of 140 shares — an estimated $4K sold.

Manchester Financial first reported a position in IEO in Q2 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2019. 74 funds tracked by Wall St. Rank hold IEO as of Q4 2020.

Manchester Financial reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2020 after selling out during the quarter.
Manchester Financial sold 140 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2020, an estimated $4K.
Manchester Financial first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2019 and held it in 5 quarters.
Manchester Financial's iShares US Oil & Gas Exploration & Production ETF position peaked at $8K in Q4 2019.
74 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2020.

Based on Manchester Financial's 13F filing for Q4 2020, filed 26 Jan 2021.