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

MBE 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
2020
Q2 		– Sell
-590
Closed -$13K – 267
2020
Q1 		$13K Buy
+590
New +$24.6K 0.01% 267

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Janney Montgomery Scott
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RJFSA
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
KCM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MBE Wealth Management's IEO Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2020, closing a stake of 590 shares — an estimated $13K sold.

MBE Wealth Management first reported a position in IEO in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 85 funds tracked by Wall St. Rank hold IEO as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 590 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2020, an estimated $13K.
  • MBE Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $13K in Q1 2020.
  • 85 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.