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Murphy Capital Management’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Murphy Capital Management’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
Q2 		– Sell
-5,356
Closed -$225K – 273
2017
Q1 		$225K Sell
5,356
-305
-5% -$13.5K 0.03% 256
2016
Q4 		$257K Sell
5,661
-385
-6% -$16.2K 0.04% 242
2016
Q3 		$239K Sell
6,046
-1,100
-15% -$41.7K 0.04% 257
2016
Q2 		$275K Buy
7,146
+50
+0.7% +$1.88K 0.04% 249
2016
Q1 		$253K Sell
7,096
-1,280
-15% -$42.1K 0.04% 255
2015
Q4 		$299K Sell
8,376
-6,473
-44% -$256K 0.05% 244
2015
Q3 		$540K Sell
14,849
-855
-5% -$35.5K 0.09% 182
2015
Q2 		$753K Sell
15,704
-450
-3% -$23K 0.11% 170
2015
Q1 		$758K Sell
16,154
-680
-4% -$32.3K 0.11% 168
2014
Q4 		$840K Sell
16,834
-3,730
-18% -$210K 0.13% 154
2014
Q3 		$1.36M Buy
20,564
+1,040
+5% +$75.5K 0.21% 120
2014
Q2 		$1.51M Sell
19,524
-76
-0.4% -$5.42K 0.24% 113
2014
Q1 		$1.34M Sell
19,600
-480
-2% -$30.8K 0.23% 114
2013
Q4 		$1.3M Sell
20,080
-290
-1% -$18.8K 0.23% 110
2013
Q3 		$1.27M Sell
20,370
-875
-4% -$53.2K 0.24% 110
2013
Q2 		$1.2M Buy
+21,245
New +$1.21M 0.25% 108

Other funds holding IEZ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

Murphy Capital Management's IEZ Position: Q2 2017 in Review

Murphy Capital Management sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2017, closing a stake of 5,356 shares — an estimated $225K sold.

Murphy Capital Management first reported a position in IEZ in Q2 2013 and held it in 16 quarters. The position peaked at $1.51M in Q2 2014. 69 funds tracked by Wall St. Rank hold IEZ as of Q2 2017.

  • Murphy Capital Management reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2017 after selling out during the quarter.
  • Murphy Capital Management sold 5,356 iShares US Oil Equipment & Services ETF shares in Q2 2017, an estimated $225K.
  • Murphy Capital Management first reported a position in iShares US Oil Equipment & Services ETF in Q2 2013 and held it in 16 quarters.
  • Murphy Capital Management's iShares US Oil Equipment & Services ETF position peaked at $1.51M in Q2 2014.
  • 69 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2017.

Based on Murphy Capital Management's 13F filing for Q2 2017, filed 21 Jul 2017.