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Mountain Capital Investment Advisors’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-200
Closed -$7K – 207
2017
Q3 		$7K Hold
200
– – 0.01% 315
2017
Q2 		$7K Buy
+200
New +$7.44K 0.01% 338

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mountain Capital Investment Advisors's IEZ Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2017, closing a stake of 200 shares — an estimated $7K sold.

Mountain Capital Investment Advisors first reported a position in IEZ in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 65 funds tracked by Wall St. Rank hold IEZ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 200 iShares US Oil Equipment & Services ETF shares in Q4 2017, an estimated $7K.
  • Mountain Capital Investment Advisors first reported a position in iShares US Oil Equipment & Services ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares US Oil Equipment & Services ETF position peaked at $7K in Q3 2017.
  • 65 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.